Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$521,436
+$62,253 QoQ
Shares Held
1,593
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#4,247
of 5,058 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Asset Allocation Strategies LLC holds $1,289,336 across 3 Banks - Diversified names. JPM ranks #2 (40.4% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,436 | 1,593 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $459,183 | 1,561 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $441,119 | 1,369 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $368,422 | 1,168 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $338,324 | 1,167 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $285,774 | 1,165 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $292,685 | 1,221 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $255,351 | 1,211 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $256,667 | 1,269 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $273,609 | 1,366 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $223,341 | 1,313 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||