AssuredPartners Investment Advisors, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2055492
Tampa, FL
Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,821,516
+$931,569 QoQ
Shares Held
39,170
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#1,267
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026AssuredPartners Investment Advisors, LLC holds $22,985,396 across 5 Banks - Diversified names. JPM ranks #1 (55.8% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,821,516 | 39,170 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,889,947 | 40,420 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,994,771 | 27,915 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,216,005 | 26,047 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $7,509,248 | 25,902 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,351,641 | 29,970 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,854,507 | 28,595 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||