LAUREL OAK WEALTH MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2111403 MARLTON, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$13,421,511

+$1,898,676 QoQ

Shares Held

41,003

+4.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.34%

of 13F equity value

Holder Rank

#1,235

of 5,058 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LAUREL OAK WEALTH MANAGEMENT, LLC holds $15,983,304 across 3 Banks - Diversified names. JPM ranks #1 (84.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	41,003	$13,421,511
2	BAC	Bank Of America Corp /De/	38,890	$2,215,952
3	C	Citigroup Inc	2,471	$345,841

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,421,511	41,003	+4.7%	Shares	Sole	2026-07-21
2026-03-31	$11,522,835	39,172	+9.3%	Shares	Sole	2026-04-21
2025-12-31	$11,544,175	35,827	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.