Catherine Avery Investment Management LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2103454
LONGBOAT KEY, FL
Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,280,146
+$725,379 QoQ
Shares Held
22,241
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
#1,739
of 5,056 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Catherine Avery Investment Management LLC holds $21,282,190 across 3 Banks - Diversified names. JPM ranks #2 (34.2% 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 | $7,280,146 | 22,241 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,554,767 | 22,283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,284,085 | 16,399 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $5,238,661 | 16,608 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $4,299,075 | 14,829 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $3,806,320 | 15,517 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $3,494,012 | 14,576 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||