MITCHELL & PAHL PRIVATE WEALTH, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1836506
OKLAHOMA CITY, OK
Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$490,340
+$49,689 QoQ
Shares Held
1,498
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#4,302
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MITCHELL & PAHL PRIVATE WEALTH, LLC holds $8,127,217 across 4 Banks - Diversified names. JPM ranks #4 (6.0% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,340 | 1,498 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $440,651 | 1,498 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $486,874 | 1,511 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $477,561 | 1,514 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $445,011 | 1,535 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $356,420 | 1,453 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $348,298 | 1,453 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||