Oakmont Investment Advisors, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 2150170 PITTSBURGH, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,691,968

+$453,555 QoQ

Shares Held

5,169

+22.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#3,123

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

Oakmont Investment Advisors, Inc. holds $3,607,410 across 4 Banks - Diversified names. JPM ranks #1 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,169	$1,691,968
2	CM	Canadian Imperial Bank Of Commerce /Can/	6,815	$783,725
3	BCS	Barclays PLC	23,000	$617,780
4	UBS	UBS Group AG	10,370	$513,937

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,691,968	5,169	+22.8%	Shares	Sole	2026-08-14
2026-03-31	$1,238,413	4,210	-27.9%	Shares	Sole	2026-08-14
2025-12-31	$1,880,798	5,837	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.