Position in JPM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$931,581
+$100,285 QoQ
Shares Held
2,846
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#3,721
of 5,048 holders
Holding Since
Mar 2020
26 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, 2026PIN OAK INVESTMENT ADVISORS INC holds $3,309,809 across 10 Banks - Diversified names. JPM ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
24,779 | $1,411,907 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
2,846 | $931,581 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,976 | $741,776 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
4,518 | $113,221 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
3,954 | $78,645 | |
| 6 | C |
Citigroup Inc
|
206 | $28,831 | |
| 7 | SAN |
Banco Santander, S.A.
|
131 | $1,807 | |
| 8 | UBS |
UBS Group AG
|
22 | $1,090 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,581 | 2,846 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $831,296 | 2,826 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $983,415 | 3,052 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $955,122 | 3,028 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $690 | 2,814 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $752,089 | 3,066 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $583 | 2,764 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $582,817 | 2,764 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $600,105 | 2,967 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $610,915 | 3,050 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $532,753 | 3,132 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $454,202 | 3,132 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $446,355 | 3,069 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $402,657 | 3,090 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $369,177 | 2,753 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $270,341 | 2,587 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $291,322 | 2,587 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $368,609 | 2,704 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $451,930 | 2,854 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $454,894 | 2,779 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $470,352 | 3,024 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $464,910 | 3,054 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $384,895 | 3,029 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $280,338 | 2,912 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $261,298 | 2,778 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $250,103 | 2,778 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||