Security Financial Services, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 1913590 Fort Wayne, IN

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,009,465

+$538,083 QoQ

Shares Held

12,249

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

6.06%

of 13F equity value

Holder Rank

#2,291

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Security Financial Services, INC. holds $4,956,764 across 5 Banks - Diversified names. JPM ranks #1 (80.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	12,249	$4,009,465
2	BAC	Bank Of America Corp /De/	4,720	$268,945
3	C	Citigroup Inc	1,787	$250,108
4	WFC	Wells Fargo & Company/Mn	2,594	$214,368
5	BNY	Bank of New York Mellon Corp	1,479	$213,878

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,009,465	12,249	+3.8%	Shares	Sole	2026-07-15
2026-03-31	$3,471,382	11,801	-0.6%	Shares	Sole	2026-05-27
2025-12-31	$3,824,429	11,869	+0.5%	Shares	Sole	2026-01-27
2025-09-30	$3,725,543	11,811	+36.7%	Shares	Sole	2025-10-14
2025-06-30	$2,505,692	8,643	+13.9%	Shares	Sole	2025-08-08
2025-03-31	$1,861,581	7,589	+2.3%	Shares	Sole	2025-05-07
2024-12-31	$1,778,887	7,421	+5.5%	Shares	Sole	2025-02-13
2024-09-30	$1,483,821	7,037	+0.9%	Shares	Sole	2024-11-05
2024-06-30	$1,410,965	6,976	+2.8%	Shares	Sole	2024-07-23
2024-03-31	$1,359,035	6,785	+0.5%	Shares	Sole	2024-04-11
2023-12-31	$1,148,345	6,751	+0.1%	Shares	Sole	2024-01-16
2023-09-30	$977,724	6,742	+0.0%	Shares	Sole	2023-11-07
2023-06-30	$980,411	6,741	+6.2%	Shares	Sole	2023-08-11
2023-03-31	$826,816	6,345	+0.0%	Shares	Sole	2023-05-02
2022-12-31	$850,730	6,344	-0.4%	Shares	Sole	2023-01-30
2022-09-30	$665,351	6,367	+0.0%	Shares	Sole	2022-10-19
2022-06-30	$716,875	6,366	+2.0%	Shares	Sole	2022-07-20
2022-03-31	$850,773	6,241	-5.4%	Shares	Sole	2022-04-27
2021-12-31	$1,044,793	6,598	—	Shares	Sole	2022-03-15
No filing history on record for this holder in this stock.