Allied Investment Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1729869 BILLINGS, MT

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$23,127,828

+$2,678,708 QoQ

Shares Held

70,656

+1.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.11%

of 13F equity value

Holder Rank

#928

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allied Investment Advisors, LLC holds $60,249,764 across 5 Banks - Diversified names. JPM ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	70,656	$23,127,828
2	BAC	Bank Of America Corp /De/	334,060	$19,034,738
3	WFC	Wells Fargo & Company/Mn	209,957	$17,350,846
4	C	Citigroup Inc	3,732	$522,330
5	BNY	Bank of New York Mellon Corp	1,480	$214,022

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,127,828	70,656	+1.6%	Shares	Sole	2026-07-20
2026-03-31	$20,449,120	69,517	+0.2%	Shares	Sole	2026-04-27
2025-12-31	$22,365,612	69,411	-1.1%	Shares	Sole	2026-02-09
2025-09-30	$22,147,602	70,214	+1.1%	Shares	Sole	2025-11-04
2025-06-30	$20,124,972	69,418	-1.0%	Shares	Sole	2025-07-31
2025-03-31	$17,208,530	70,153	+0.9%	Shares	Sole	2025-04-08
2024-12-31	$16,662,242	69,510	-4.0%	Shares	Sole	2025-01-31
2024-09-30	$15,271,113	72,423	-0.4%	Shares	Sole	2024-10-04
2024-06-30	$14,709,156	72,724	-1.4%	Shares	Sole	2024-07-12
2024-03-31	$14,773,326	73,756	+0.2%	Shares	Sole	2024-04-11
2023-12-31	$12,524,122	73,628	+0.2%	Shares	Sole	2024-01-10
2023-09-30	$10,653,459	73,462	+0.8%	Shares	Sole	2023-10-05
2023-06-30	$10,596,031	72,855	+2.8%	Shares	Sole	2023-07-11
2023-03-31	$9,236,763	70,883	+2.1%	Shares	Sole	2023-04-18
2022-12-31	$9,312,842	69,447	+3.2%	Shares	Sole	2023-01-13
2022-09-30	$7,032,641	67,298	+5.3%	Shares	Sole	2022-10-13
2022-06-30	$7,194,315	63,887	+6.2%	Shares	Sole	2022-07-13
2022-03-31	$8,198,693	60,143	+7.0%	Shares	Sole	2022-04-11
2021-12-31	$8,897,528	56,189	+1.8%	Shares	Sole	2022-01-20
2021-09-30	$9,038,634	55,218	+0.5%	Shares	Sole	2021-10-13
2021-06-30	$8,546,611	54,948	+1.4%	Shares	Sole	2021-07-16
2021-03-31	$8,246,908	54,174	+0.8%	Shares	Sole	2021-04-20
2020-12-31	$6,832,426	53,769	+1.6%	Shares	Sole	2021-01-19
2020-09-30	$5,092,586	52,899	+1.7%	Shares	Sole	2020-10-13
2020-06-30	$4,892,436	52,014	+4.9%	Shares	Sole	2020-07-10
2020-03-31	$4,464,767	49,592	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.