Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$479,538
+$214,794 QoQ
Shares Held
1,465
+62.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#4,315
of 5,048 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Everstar Asset Management, LLC holds $2,398,010 across 3 Banks - Diversified names. JPM ranks #2 (20.0% of the industry book) .
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,538 | 1,465 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $264,744 | 900 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $289,998 | 900 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $552,948 | 1,753 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $556,047 | 1,918 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $425,595 | 1,735 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $235,395 | 982 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $222,246 | 1,054 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||