Astoria Portfolio Advisors LLC.

Position in JPM — Jpmorgan Chase & Co

CIK 1931642 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,969,865

+$565,107 QoQ

Shares Held

9,073

+11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#2,580

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Astoria Portfolio Advisors LLC. holds $3,686,675 across 3 Banks - Diversified names. JPM ranks #1 (80.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,073	$2,969,865
2	C	Citigroup Inc	2,882	$403,364
3	BAC	Bank Of America Corp /De/	5,501	$313,446

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,969,865	9,073	+11.0%	Shares	Sole	2026-07-28
2026-03-31	$2,404,758	8,175	+2.0%	Shares	Sole	2026-04-28
2025-12-31	$2,583,237	8,017	-3.2%	Shares	Sole	2026-02-24
2025-09-30	$2,611,129	8,278	-9.9%	Shares	Sole	2025-10-09
2025-06-30	$2,662,243	9,183	-3.0%	Shares	Sole	2025-07-25
2025-03-31	$2,321,519	9,464	-11.9%	Shares	Sole	2025-04-28
2024-12-31	$2,573,766	10,737	+1.0%	Shares	Sole	2025-01-15
2024-09-30	$2,242,285	10,634	-27.2%	Shares	Sole	2024-10-15
2024-06-30	$2,952,591	14,598	+0.8%	Shares	Sole	2024-07-09
2024-03-31	$2,899,743	14,477	+65.0%	Shares	Sole	2024-04-16
2023-12-31	$1,492,117	8,772	+98.4%	Shares	Sole	2024-02-07
2023-09-30	$641,133	4,421	+1.1%	Shares	Sole	2023-10-27
2023-06-30	$636,154	4,374	+3.2%	Shares	Sole	2023-07-14
2023-03-31	$552,123	4,237	-8.3%	Shares	Sole	2023-04-05
2022-12-31	$619,676	4,621	-27.7%	Shares	Sole	2023-01-23
2022-09-30	$667,859	6,391	-0.3%	Shares	Sole	2022-11-03
2022-06-30	$721,604	6,408	+70.7%	Shares	Sole	2022-07-07
2022-03-31	$511,745	3,754	+14.5%	Shares	Sole	2022-06-01
2021-12-31	$519,229	3,279	—	Shares	Sole	2022-06-01
No filing history on record for this holder in this stock.