DIVERSIFIED MANAGEMENT INC

Position in JPM — Jpmorgan Chase & Co

CIK 922372 MILWAUKEE, WI

Position in JPM

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

Position Value

$1,778,056

-$4,077,492 QoQ

Shares Held

5,432

-72.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#3,070

of 5,056 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Financial Services · as of Jun 30, 2026

DIVERSIFIED MANAGEMENT INC holds $2,451,940 across 3 Banks - Diversified names. JPM ranks #1 (72.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,432	$1,778,056
2	WFC	Wells Fargo & Company/Mn	5,255	$434,273
3	C	Citigroup Inc	1,712	$239,611

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,778,056	5,432	-72.7%	Shares	Sole	2026-07-10
2026-03-31	$5,855,548	19,906	+4.7%	Shares	Sole	2026-04-09
2025-12-31	$6,126,368	19,013	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.