CAPITAL ADVISORS INC/OK

Position in JPM — Jpmorgan Chase & Co

CIK 860828 TULSA, OK

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$184,980,729

+$18,198,481 QoQ

Shares Held

565,120

-0.3% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

3.50%

of 13F equity value

Holder Rank

#282

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

CAPITAL ADVISORS INC/OK holds $188,674,172 across 5 Banks - Diversified names. JPM ranks #1 (98.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	565,120	$184,980,729
2	BAC	Bank Of America Corp /De/	37,491	$2,136,237
3	C	Citigroup Inc	5,195	$727,092
4	WFC	Wells Fargo & Company/Mn	7,558	$624,593
5	RY	Royal Bank Of Canada	993	$205,521

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$184,980,729	565,120	-0.3%	Shares	Sole	2026-07-23
2026-03-31	$166,782,248	566,978	-0.1%	Shares	Sole	2026-04-27
2025-12-31	$182,783,483	567,263	+1.2%	Shares	Sole	2026-01-15
2025-09-30	$176,888,097	560,784	+4.7%	Shares	Sole	2025-10-21
2025-06-30	$155,339,286	535,819	+5.7%	Shares	Sole	2025-07-22
2025-03-31	$124,376,912	507,040	+3.5%	Shares	Sole	2025-04-29
2024-12-31	$117,405,882	489,783	+0.9%	Shares	Sole	2025-01-29
2024-09-30	$102,319,815	485,250	-13.6%	Shares	Sole	2024-10-28
2024-06-30	$113,597,104	561,639	+1.8%	Shares	Sole	2024-07-31
2024-03-31	$110,486,681	551,606	-9.4%	Shares	Sole	2024-04-29
2023-12-31	$103,566,575	608,857	+13.9%	Shares	Sole	2024-01-29
2023-09-30	$77,497,672	534,393	+4.1%	Shares	Sole	2023-10-24
2023-06-30	$74,661,478	513,349	+11.9%	Shares	Sole	2023-07-18
2023-03-31	$59,766,029	458,645	+2.1%	Shares	Sole	2023-04-19
2022-12-31	$60,234,367	449,175	+16.3%	Shares	Sole	2023-01-17
2022-09-30	$40,372,112	386,336	+23.8%	Shares	Sole	2022-10-17
2022-06-30	$35,149,972	312,139	+7.0%	Shares	Sole	2022-07-15
2022-03-31	$39,751,729	291,606	+1.7%	Shares	Sole	2022-05-05
2021-12-31	$45,417,630	286,818	+3.0%	Shares	Sole	2022-01-27
2021-09-30	$45,560,819	278,336	+2.2%	Shares	Sole	2021-10-25
2021-06-30	$42,362,563	272,358	+5.4%	Shares	Sole	2021-08-02
2021-03-31	$39,333,035	258,379	-4.3%	Shares	Sole	2021-05-25
2020-12-31	$34,322,496	270,107	+4.7%	Shares	Sole	2021-02-08
2020-09-30	$24,826,974	257,889	+1.6%	Shares	Sole	2020-11-02
2020-06-30	$23,885,596	253,940	+25.1%	Shares	Sole	2020-09-02
2020-03-31	$18,273,569	202,972	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.