OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in JPM — Jpmorgan Chase & Co

CIK 714364 WILLIAMSVILLE, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$856,295

+$98,833 QoQ

Shares Held

2,616

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#3,812

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $1,354,497 across 6 Banks - Diversified names. JPM ranks #1 (63.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,616	$856,295
2	BAC	Bank Of America Corp /De/	2,716	$154,757
3	C	Citigroup Inc	850	$118,966
4	WFC	Wells Fargo & Company/Mn	1,071	$88,507
5	RY	Royal Bank Of Canada	425	$87,962
6	BNY	Bank of New York Mellon Corp	332	$48,010

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$856,295	2,616	+1.6%	Shares	Sole	2026-08-07
2026-03-31	$757,462	2,575	-0.8%	Shares	Sole	2026-05-12
2025-12-31	$836,805	2,597	-4.7%	Shares	Sole	2026-01-23
2025-09-30	$859,546	2,725	+60.8%	Shares	Sole	2025-11-04
2025-06-30	$491,397	1,695	-6.2%	Shares	Sole	2025-08-08
2025-03-31	$443,257	1,807	+44.9%	Shares	Sole	2025-05-09
2024-12-31	$298,918	1,247	+0.4%	Shares	Sole	2025-01-24
2024-09-30	$261,888	1,242	+5.3%	Shares	Sole	2024-11-08
2024-06-30	$238,666	1,180	+0.4%	Shares	Sole	2024-08-08
2024-03-31	$235,352	1,175	0.0%	Shares	Sole	2024-05-03
2023-12-31	$199,867	1,175	+23.7%	Shares	Sole	2024-02-09
2023-09-30	$137,769	950	0.0%	Shares	Sole	2023-10-19
2023-06-30	$138,168	950	-1.2%	Shares	Sole	2023-08-03
2023-03-31	$125,358	962	0.0%	Shares	Sole	2023-05-03
2022-12-31	$129,004	962	0.0%	Shares	Sole	2023-01-30
2022-09-30	$100,529	962	0.0%	Shares	Sole	2022-10-20
2022-06-30	$108,330	962	+4.5%	Shares	Sole	2022-07-21
2022-03-31	$125,550	921	0.0%	Shares	Sole	2022-04-26
2021-12-31	$145,840	921	-3.4%	Shares	Sole	2022-01-18
2021-09-30	$155,996	953	+4.2%	Shares	Sole	2021-10-27
2021-06-30	$142,319	915	0.0%	Shares	Sole	2021-07-14
2021-03-31	$139,290	915	0.0%	Shares	Sole	2021-04-26
2020-12-31	$116,269	915	0.0%	Shares	Sole	2021-01-20
2020-09-30	$88,087	915	0.0%	Shares	Sole	2020-11-02
2020-06-30	$86,064	915	0.0%	Shares	Sole	2020-08-07
2020-03-31	$82,377	915	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.