Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,083,782
+$232,045 QoQ
Shares Held
6,366
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#2,931
of 5,058 holders
Holding Since
Sep 2025
4 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, 2026Berman McAleer LLC holds $3,185,988 across 3 Banks - Diversified names. JPM ranks #1 (65.4% of the industry book) .
All Filings in JPM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,083,782 | 6,366 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,851,737 | 6,295 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,028,374 | 6,295 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,925,384 | 6,104 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||