Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$66,619,837
+$7,575,161 QoQ
Shares Held
203,525
+1.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
12.03%
of 13F equity value
Holder Rank
#514
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $69,465,772 across 9 Banks - Diversified names. JPM ranks #1 (95.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
203,525 | $66,619,837 | |
| 2 | BAC |
Bank Of America Corp /De/
|
26,118 | $1,488,203 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
16,731 | $419,278 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,169 | $344,525 | |
| 5 | C |
Citigroup Inc
|
2,461 | $344,440 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,292 | $186,836 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
921 | $21,717 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,066 | $21,202 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,619,837 | 203,525 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $59,044,676 | 200,723 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $63,350,062 | 196,605 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $62,919,137 | 199,471 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $58,091,295 | 200,377 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $48,772,262 | 198,827 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $47,932,890 | 199,962 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $41,866,884 | 198,553 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $41,498,897 | 205,176 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $40,134,711 | 200,373 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $34,393,199 | 202,194 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $29,685,158 | 204,697 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $30,859,167 | 212,178 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $28,154,387 | 216,057 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $28,862,744 | 215,233 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $22,353,908 | 213,913 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $23,836,271 | 211,671 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $27,721,626 | 203,357 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $29,797,827 | 188,177 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $29,923,186 | 182,804 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $27,806,352 | 178,773 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $26,627,766 | 174,918 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $21,181,043 | 166,688 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,141,730 | 157,284 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $14,351,204 | 152,575 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $11,262,932 | 125,102 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||