Yoffe Investment Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2056336 LEMOYNE, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,824,537

+$186,360 QoQ

Shares Held

5,574

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.85%

of 13F equity value

Holder Rank

#3,051

of 5,058 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Yoffe Investment Management, LLC holds $4,083,734 across 4 Banks - Diversified names. JPM ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,574	$1,824,537
2	BNY	Bank of New York Mellon Corp	10,200	$1,475,022
3	C	Citigroup Inc	3,334	$466,626
4	BAC	Bank Of America Corp /De/	5,573	$317,549

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,824,537	5,574	+0.1%	Shares	Sole	2026-07-10
2026-03-31	$1,638,177	5,569	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$1,793,154	5,565	+0.1%	Shares	Sole	2026-01-26
2025-09-30	$1,753,790	5,560	+0.1%	Shares	Sole	2025-10-24
2025-06-30	$1,610,450	5,555	+0.1%	Shares	Sole	2025-07-29
2025-03-31	$1,360,924	5,548	+0.1%	Shares	Sole	2025-04-16
2024-12-31	$1,328,712	5,543	—	Shares	Sole	2025-02-26
No filing history on record for this holder in this stock.