Pflug Koory, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1740063 OMAHA, NE

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,165,942

+$219,486 QoQ

Shares Held

6,617

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#2,900

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pflug Koory, LLC holds $7,066,229 across 5 Banks - Diversified names. JPM ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	18,714	$2,619,211
2	JPM	Jpmorgan Chase & Co This page	6,617	$2,165,942
3	WFC	Wells Fargo & Company/Mn	21,657	$1,789,734
4	BAC	Bank Of America Corp /De/	7,580	$431,908
5	BNY	Bank of New York Mellon Corp	411	$59,434

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,165,942	6,617	0.0%	Shares	Sole	2026-07-21
2026-03-31	$1,946,456	6,617	-0.0%	Shares	Sole	2026-04-22
2025-12-31	$2,132,451	6,618	-1.2%	Shares	Sole	2026-01-20
2025-09-30	$2,112,750	6,698	-0.5%	Shares	Sole	2025-10-21
2025-06-30	$1,951,964	6,733	+0.0%	Shares	Sole	2025-07-21
2025-03-31	$1,651,359	6,732	0.0%	Shares	Sole	2025-04-17
2024-12-31	$1,613,727	6,732	0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,419,509	6,732	-13.4%	Shares	Sole	2025-01-15
2024-03-31	$1,557,733	7,777	0.0%	Shares	Sole	2024-04-11
2023-12-31	$1,322,867	7,777	0.0%	Shares	Sole	2024-01-11
2023-09-30	$1,127,820	7,777	-0.3%	Shares	Sole	2023-10-30
2023-06-30	$1,134,722	7,802	-1.6%	Shares	Sole	2023-07-21
2023-03-31	$1,032,967	7,927	-0.1%	Shares	Sole	2023-04-20
2022-12-31	$1,064,351	7,937	0.0%	Shares	Sole	2023-01-18
2022-09-30	$829,416	7,937	+1.4%	Shares	Sole	2022-10-11
2022-06-30	$881,736	7,830	0.0%	Shares	Sole	2022-08-01
2022-03-31	$1,067,385	7,830	0.0%	Shares	Sole	2022-04-14
2021-12-31	$1,239,880	7,830	-0.3%	Shares	Sole	2022-01-20
2021-09-30	$1,284,966	7,850	-7.1%	Shares	Sole	2021-10-19
2021-06-30	$1,314,313	8,450	-2.8%	Shares	Sole	2021-07-14
2021-03-31	$1,322,878	8,690	+0.9%	Shares	Sole	2021-07-13
2020-12-31	$1,094,072	8,610	-0.1%	Shares	Sole	2021-01-14
2020-09-30	$829,847	8,620	0.0%	Shares	Sole	2020-10-20
2020-06-30	$810,797	8,620	-14.9%	Shares	Sole	2020-07-30
2020-03-31	$912,454	10,135	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.