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Disclosery

Security National Bank: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Security National Bank on JPM, newest first. How the timeline and the estimate are built.

Security National Bank held 43,630 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,630 shares
    Change vs previous 13F +4,118 shares

    1.7% of the 13F portfolio, value $14,281,408.

    13F-HR 0001719739-26-000003 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,512 shares
    Change vs previous 13F +954 shares

    1.69% of the 13F portfolio, value $11,622,850.

    13F-HR 0001719739-26-000002 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,558 shares
    Change vs previous 13F +61 shares

    1.78% of the 13F portfolio, value $12,424,159.

    13F-HR 0001719739-26-000001 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,497 shares
    Change vs previous 13F +1,012 shares

    1.86% of the 13F portfolio, value $12,143,109.

    13F-HR 0001719739-25-000011 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,485 shares
    Change vs previous 13F +692 shares

    1.88% of the 13F portfolio, value $10,867,276.

    13F-HR 0001719739-25-000003 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,793 shares
    Change vs previous 13F +1,458 shares

    1.7% of the 13F portfolio, value $9,025,323.

    13F-HR 0001719739-25-000002 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,335 shares
    Change vs previous 13F -1,264 shares

    1.21% of the 13F portfolio, value $8,470,153.

    13F-HR 0001719739-25-000001 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,599 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $7,717,265.

    13F-HR 0001719739-24-000007 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).