Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$431,748
-$1,383,639 QoQ
Shares Held
1,319
-76.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#4,404
of 5,058 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Oak Thistle LLC holds $7,962,444 across 3 Banks - Diversified names. JPM ranks #3 (5.4% of the industry book) .
All Filings in JPM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,748 | 1,319 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $1,815,387 | 5,634 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $399,965 | 1,268 | Shares | Sole | 2025-10-07 | |
| 2022-03-31 | $438,814 | 3,219 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||