Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,685,311
+$1,436,207 QoQ
Shares Held
54,029
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#1,073
of 5,058 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arvest Bank Trust Division holds $35,013,037 across 5 Banks - Diversified names. JPM ranks #1 (50.5% of the industry book) .
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,685,311 | 54,029 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,249,104 | 55,239 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,198,833 | 59,583 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $19,821,936 | 62,841 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $25,075,764 | 86,495 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $25,411,362 | 103,593 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $29,318,929 | 122,310 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,433,198 | 125,359 | Shares | Sole | 2024-11-25 | |
| 2021-09-30 | $28,069,233 | 171,478 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $26,840,292 | 172,562 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $27,129,820 | 178,216 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $23,737,438 | 186,806 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $18,059,673 | 187,594 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $18,070,618 | 192,118 | Shares | Sole | 2020-08-21 | |
| 2020-03-31 | $17,284,228 | 191,983 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||