Security National Bank

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 1719739 OMAHA, NE

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$14,281,407

+$2,658,558 QoQ

Shares Held

43,630

+10.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.15%

of 13F equity value

Holder Rank

#1,190

of 5,058 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Security National Bank holds $15,231,965 across 4 Banks - Diversified names. JPM ranks #1 (93.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	43,630	$14,281,407
2	BAC	Bank Of America Corp /De/	7,837	$446,551
3	C	Citigroup Inc	3,000	$419,880
4	WFC	Wells Fargo & Company/Mn	1,018	$84,127

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,281,407	43,630	+10.4%	Shares	Defined	2026-07-15
2026-03-31	$11,622,849	39,512	+2.5%	Shares	Defined	2026-04-16
2025-12-31	$12,424,158	38,558	+0.2%	Shares	Defined	2026-02-05
2025-09-30	$12,143,107	38,497	+2.7%	Shares	Defined	2025-10-20
2025-06-30	$10,867,275	37,485	+1.9%	Shares	Defined	2025-07-10
2025-03-31	$9,025,322	36,793	+4.1%	Shares	Defined	2025-04-23
2024-12-31	$8,470,152	35,335	-3.5%	Shares	Defined	2025-02-10
2024-09-30	$7,717,264	36,599	-0.0%	Shares	Defined	2024-10-07
2024-06-30	$7,403,928	36,606	-1.1%	Shares	Defined	2024-07-22
2024-03-31	$7,410,698	36,998	+0.5%	Shares	Defined	2024-04-15
2023-12-31	$6,263,592	36,823	+5.8%	Shares	Defined	2024-02-13
2023-09-30	$5,047,566	34,806	-2.4%	Shares	Sole	2023-10-20
2023-06-30	$5,185,517	35,654	-1.8%	Shares	Sole	2023-07-18
2023-03-31	$4,730,513	36,302	+0.8%	Shares	Sole	2023-04-17
2022-12-31	$4,828,404	36,006	+0.1%	Shares	Sole	2023-02-01
2022-09-30	$3,760,119	35,982	+13.1%	Shares	Sole	2022-10-18
2022-06-30	$3,581,110	31,801	+16.8%	Shares	Sole	2022-07-25
2022-03-31	$3,712,402	27,233	+308.9%	Shares	Sole	2022-04-25
2021-12-31	$1,054,611	6,660	+1.9%	Shares	Sole	2022-01-28
2021-09-30	$1,070,205	6,538	+19.5%	Shares	Sole	2021-10-14
2021-06-30	$851,114	5,472	0.0%	Shares	Sole	2021-07-07
2021-03-31	$833,002	5,472	+86.2%	Shares	Sole	2021-04-05
2020-03-31	$264,598	2,939	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.