Position in BKU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$73,357,851
+$11,718,383 QoQ
Shares Held
1,514,094
+10.9% QoQ
Ownership
2.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $15,913,116,233 across 295 Banks - Regional names. BKU ranks #26 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
59,686,029 | $3,605,036,143 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,970,128 | $1,689,416,105 | |
| 3 | NU |
Nu Holdings Ltd.
|
99,956,959 | $1,335,424,964 | |
| 4 | MTB |
M&T Bank Corp
|
4,045,990 | $962,986,073 | |
| 5 | BAP |
Credicorp Ltd
|
2,433,947 | $948,217,065 | |
| 6 | IBN |
Icici Bank Ltd
|
22,989,740 | $667,392,145 | |
| 7 | RF |
Regions Financial Corp
|
17,977,505 | $542,920,641 | |
| 8 | HDB |
Hdfc Bank Ltd
|
19,095,182 | $493,228,542 |
All Filings in BKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,357,851 | 1,514,094 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $61,639,468 | 1,364,913 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $66,404,260 | 1,489,887 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $85,073,862 | 2,229,399 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $90,164,700 | 2,533,428 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $91,785,352 | 2,665,080 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $107,695,889 | 2,821,480 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $91,067,637 | 2,499,112 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $88,141,626 | 3,011,330 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $90,642,608 | 3,237,236 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $88,158,649 | 2,718,429 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $58,236,143 | 2,565,469 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $58,812,878 | 2,729,136 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $57,758,846 | 2,557,965 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $88,550,002 | 2,606,712 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $89,050,946 | 2,606,115 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $95,389,132 | 2,681,730 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $116,163,593 | 2,642,484 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $127,677,700 | 3,017,672 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $129,039,414 | 3,085,591 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $143,248,128 | 3,355,543 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $157,207,433 | 3,576,961 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $137,618,475 | 3,956,828 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $81,878,521 | 3,737,039 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $73,097,862 | 3,609,771 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $64,219,555 | 3,434,201 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||