BOK Financial Private Wealth, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1317348 DENVER, CO

Position in JPM

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

Position Value

$4,907,658

+$184,037 QoQ

Shares Held

14,993

-6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#2,112

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Financial Services · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $5,641,218 across 18 Banks - Diversified names. JPM ranks #1 (87.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,993	$4,907,658
2	BAC	Bank Of America Corp /De/	6,753	$384,785
3	BNY	Bank of New York Mellon Corp	347	$50,179
4	C	Citigroup Inc	334	$46,746
5	WFC	Wells Fargo & Company/Mn	412	$34,047
6	HSBC	Hsbc Holdings PLC	324	$30,809
7	RY	Royal Bank Of Canada	137	$28,354
8	TD	Toronto Dominion Bank	185	$22,464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,907,658	14,993	-6.6%	Shares	Sole	2026-08-10
2026-03-31	$4,723,621	16,058	-6.0%	Shares	Sole	2026-05-12
2025-12-31	$5,507,062	17,091	-6.0%	Shares	Sole	2026-02-06
2025-09-30	$5,735,463	18,183	-3.2%	Shares	Sole	2025-11-07
2025-06-30	$5,446,829	18,788	-11.0%	Shares	Sole	2025-08-07
2025-03-31	$5,175,830	21,100	-4.6%	Shares	Sole	2025-05-14
2024-12-31	$5,302,864	22,122	-6.3%	Shares	Sole	2025-02-07
2024-09-30	$4,976,928	23,603	-7.0%	Shares	Sole	2024-11-13
2024-06-30	$5,135,785	25,392	-0.9%	Shares	Sole	2024-08-14
2024-03-31	$5,133,689	25,630	-2.9%	Shares	Sole	2024-05-01
2023-12-31	$4,489,109	26,391	-4.4%	Shares	Sole	2024-01-30
2023-09-30	$4,003,277	27,605	-8.9%	Shares	Sole	2023-10-13
2023-06-30	$4,407,122	30,302	-11.9%	Shares	Sole	2023-08-08
2023-03-31	$4,481,100	34,388	+2.5%	Shares	Sole	2023-04-24
2022-12-31	$4,498,116	33,543	-2.3%	Shares	Sole	2023-02-02
2022-09-30	$3,586,126	34,317	-0.0%	Shares	Sole	2022-11-07
2022-06-30	$3,866,126	34,332	-39.8%	Shares	Sole	2022-08-15
2022-03-31	$7,779,782	57,070	+1.2%	Shares	Sole	2022-05-09
2021-12-31	$8,927,456	56,378	-0.4%	Shares	Sole	2022-02-15
2021-09-30	$9,264,854	56,600	+4.6%	Shares	Sole	2021-11-15
2021-06-30	$8,419,691	54,132	+4.6%	Shares	Sole	2021-08-03
2021-03-31	$7,875,010	51,731	-1.0%	Shares	Sole	2021-05-12
2020-12-31	$6,638,009	52,239	-1.6%	Shares	Sole	2021-02-01
2020-09-30	$5,108,567	53,065	-6.9%	Shares	Sole	2020-11-06
2020-06-30	$5,362,830	57,015	-14.3%	Shares	Sole	2020-08-13
2020-03-31	$5,988,615	66,518	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.