Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,538,382
+$1,169,242 QoQ
Shares Held
35,250
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.16%
of 13F equity value
Holder Rank
#1,343
of 5,056 holders
Holding Since
Dec 2023
10 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, 2026Access Investment Management LLC holds $40,367,975 across 5 Banks - Diversified names. JPM ranks #3 (28.6% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,538,382 | 35,250 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,369,140 | 35,250 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $14,626,210 | 45,392 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $14,317,998 | 45,392 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,609,144 | 50,392 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $11,985,500 | 50,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,543,000 | 50,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $12,135,600 | 60,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $12,018,000 | 60,000 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $10,206,000 | 60,000 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||