OARSMAN CAPITAL, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 1569667 MILWAUKEE, WI

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,979,030

+$506,910 QoQ

Shares Held

9,101

+8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#2,577

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

OARSMAN CAPITAL, INC. holds $14,785,022 across 5 Banks - Diversified names. JPM ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	38,583	$5,400,076
2	WFC	Wells Fargo & Company/Mn	46,885	$3,874,576
3	JPM	Jpmorgan Chase & Co This page	9,101	$2,979,030
4	BAC	Bank Of America Corp /De/	40,772	$2,323,188
5	BMO	Bank Of Montreal /Can/	1,178	$208,152

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,979,030	9,101	+8.3%	Shares	Sole	2026-08-07
2026-03-31	$2,472,120	8,404	+0.7%	Shares	Sole	2026-04-28
2025-12-31	$2,688,281	8,343	-4.5%	Shares	Sole	2026-02-13
2025-09-30	$2,755,596	8,736	-0.2%	Shares	Sole	2025-11-21
2025-06-30	$2,538,741	8,757	-2.0%	Shares	Sole	2025-08-01
2025-03-31	$2,191,510	8,934	+5.9%	Shares	Sole	2025-05-14
2024-12-31	$2,022,912	8,439	-1.3%	Shares	Sole	2025-02-13
2024-09-30	$1,803,274	8,552	+2.2%	Shares	Sole	2024-11-08
2024-06-30	$1,692,511	8,368	+1.7%	Shares	Sole	2024-08-12
2024-03-31	$1,648,869	8,232	-25.2%	Shares	Sole	2024-05-15
2023-12-31	$1,872,460	11,008	+0.5%	Shares	Sole	2024-02-16
2023-09-30	$1,587,823	10,949	+1.5%	Shares	Sole	2023-10-27
2023-06-30	$1,568,424	10,784	-18.4%	Shares	Sole	2023-08-10
2023-03-31	$1,722,698	13,220	-9.5%	Shares	Sole	2023-05-11
2022-12-31	$1,959,871	14,615	-24.6%	Shares	Sole	2023-02-09
2022-09-30	$2,024,896	19,377	-0.7%	Shares	Sole	2022-11-10
2022-06-30	$2,196,345	19,504	-2.1%	Shares	Sole	2022-08-10
2022-03-31	$2,714,949	19,916	-0.9%	Shares	Sole	2022-05-11
2021-12-31	$3,181,093	20,089	-3.9%	Shares	Sole	2022-02-10
2021-09-30	$3,421,284	20,901	-4.3%	Shares	Sole	2021-11-12
2021-06-30	$3,395,282	21,829	-8.7%	Shares	Sole	2021-08-12
2021-03-31	$3,641,493	23,921	-13.2%	Shares	Sole	2021-05-12
2020-12-31	$3,501,159	27,553	-2.3%	Shares	Sole	2021-02-11
2020-09-30	$2,716,065	28,213	-0.6%	Shares	Sole	2020-11-12
2020-06-30	$2,668,670	28,372	+66.5%	Shares	Sole	2020-08-13
2020-03-31	$1,534,201	17,041	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.