SkyOak Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1800379 SOUTHFIELD, MI

Position in JPM

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

Position Value

$8,830,381

+$973,368 QoQ

Shares Held

26,977

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.94%

of 13F equity value

Holder Rank

#1,583

of 5,072 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SkyOak Wealth, LLC holds $12,499,126 across 6 Banks - Diversified names. JPM ranks #1 (70.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	26,977	$8,830,381
2	BAC	Bank Of America Corp /De/	33,987	$1,936,579
3	TD	Toronto Dominion Bank	7,398	$898,339
4	NTB	Bank of N.T. Butterfield & Son Ltd	5,237	$311,601
5	BMO	Bank Of Montreal /Can/	1,700	$300,390
6	C	Citigroup Inc	1,585	$221,836

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,830,381	26,977	+1.0%	Shares	Sole	2026-07-30
2026-03-31	$7,857,013	26,710	+0.3%	Shares	Sole	2026-04-30
2025-12-31	$8,578,140	26,622	+0.1%	Shares	Sole	2026-02-05
2025-09-30	$8,387,914	26,592	-3.7%	Shares	Sole	2025-10-23
2025-06-30	$8,008,183	27,623	-1.3%	Shares	Sole	2025-07-30
2025-03-31	$6,865,211	27,987	+0.0%	Shares	Sole	2025-05-01
2024-12-31	$6,707,565	27,982	+4.8%	Shares	Sole	2025-01-24
2024-09-30	$5,629,751	26,699	-1.3%	Shares	Sole	2024-11-04
2024-06-30	$5,471,133	27,050	-3.0%	Shares	Sole	2024-08-12
2024-03-31	$5,587,168	27,894	+1.5%	Shares	Sole	2024-04-29
2023-12-31	$4,676,729	27,494	-1.9%	Shares	Sole	2024-01-12
2023-09-30	$4,063,315	28,019	+0.3%	Shares	Sole	2023-10-24
2023-06-30	$4,064,757	27,948	+2.4%	Shares	Sole	2023-07-20
2023-03-31	$3,557,072	27,297	-0.4%	Shares	Sole	2023-05-02
2022-12-31	$3,675,412	27,408	-0.6%	Shares	Sole	2023-01-26
2022-09-30	$2,880,751	27,567	+2.0%	Shares	Sole	2022-10-25
2022-06-30	$3,042,947	27,022	+2.6%	Shares	Sole	2022-07-26
2022-03-31	$3,588,624	26,325	-0.4%	Shares	Sole	2022-04-18
2021-12-31	$4,185,348	26,431	+0.2%	Shares	Sole	2022-01-24
2021-09-30	$4,319,124	26,386	+0.0%	Shares	Sole	2021-10-21
2021-06-30	$4,102,211	26,374	-1.5%	Shares	Sole	2021-07-19
2021-03-31	$4,077,937	26,788	-2.7%	Shares	Sole	2021-04-29
2020-12-31	$3,498,110	27,529	-1.0%	Shares	Sole	2021-02-02
2020-09-30	$2,677,461	27,812	-14.0%	Shares	Sole	2020-11-03
2020-06-30	$3,042,370	32,345	+137.9%	Shares	Sole	2020-08-10
2020-03-31	$1,224,227	13,598	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.