SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in JPM — Jpmorgan Chase & Co
CIK 1080576
JACKSON, TN
Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,370,837
+$424,975 QoQ
Shares Held
13,353
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,226
of 5,058 holders
Holding Since
Mar 2022
18 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $10,532,791 across 7 Banks - Diversified names. JPM ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
13,353 | $4,370,837 | |
| 2 | BAC |
Bank Of America Corp /De/
|
40,284 | $2,295,382 | |
| 3 | C |
Citigroup Inc
|
11,208 | $1,568,671 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,719 | $968,458 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,488 | $649,009 | |
| 6 | RY |
Royal Bank Of Canada
|
1,761 | $364,474 | |
| 7 | TD |
Toronto Dominion Bank
|
2,602 | $315,960 |
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,370,837 | 13,353 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,945,862 | 13,414 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,473,380 | 13,883 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,418,858 | 14,009 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,319,859 | 8,002 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,933,209 | 7,881 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,835,219 | 7,656 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,622,356 | 7,694 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,158,140 | 5,726 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,138,505 | 5,684 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,009,883 | 5,937 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $706,392 | 4,871 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $829,880 | 5,706 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $691,033 | 5,303 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $761,688 | 5,680 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $509,019 | 4,871 | Shares | Sole | 2023-10-23 | |
| 2022-06-30 | $411,139 | 3,651 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $525,240 | 3,853 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||