Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,031,089
+$108,898 QoQ
Shares Held
3,150
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#3,612
of 5,058 holders
Holding Since
Dec 2023
11 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, 2026SilverOak Wealth Management LLC holds $1,927,319 across 3 Banks - Diversified names. JPM ranks #1 (53.5% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,031,089 | 3,150 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $922,191 | 3,135 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,011,770 | 3,140 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $976,886 | 3,097 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,036,718 | 3,576 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $736,390 | 3,002 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $719,609 | 3,002 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $629,838 | 2,987 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $604,150 | 2,987 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $474,110 | 2,367 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $405,858 | 2,386 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||