LAZARI CAPITAL MANAGEMENT, INC.
Position in JPM — Jpmorgan Chase & Co
CIK 1986389
WOODLAND HILLS, CA
Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,758,409
+$256,285 QoQ
Shares Held
8,427
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2,656
of 5,058 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LAZARI CAPITAL MANAGEMENT, INC. holds $11,088,661 across 5 Banks - Diversified names. JPM ranks #2 (24.9% of the industry book) .
All Filings in JPM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,758,409 | 8,427 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,502,124 | 8,506 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,783,336 | 8,638 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,730,362 | 8,656 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,503,662 | 8,636 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,189,057 | 8,924 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,206,530 | 9,205 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,926,416 | 9,136 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,874,545 | 9,268 | Shares | Sole | 2024-09-09 | |
| 2024-03-31 | $1,491,834 | 7,448 | Shares | Sole | 2024-06-24 | |
| 2023-12-31 | $1,368,284 | 8,044 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $1,190,324 | 8,208 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,184,608 | 8,145 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||