Position in IBN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$356,340,816
-$103,259,839 QoQ
Shares Held
13,758,333
-10.8% QoQ
Ownership
0.384%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 58.18540661866521.ToString("F0")%
Shared 1.1725693803166415.ToString("F0")%
None 40.64202400101814.ToString("F0")%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $13,712,782,648 across 295 Banks - Regional names. IBN ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
61,683,367 | $3,208,151,908 | |
| 2 | FITB |
Fifth Third Bancorp
|
30,208,077 | $1,403,467,247 | |
| 3 | NU |
Nu Holdings Ltd.
|
91,396,721 | $1,313,370,872 | |
| 4 | MTB |
M&T Bank Corp
|
4,004,229 | $827,754,212 | |
| 5 | BAP |
Credicorp Ltd
|
2,091,624 | $709,437,020 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
264,614 | $498,707,416 | |
| 7 | RF |
Regions Financial Corp
|
18,014,358 | $470,535,025 | |
| 8 | HDB |
Hdfc Bank Ltd
|
18,266,121 | $454,461,082 |
All Filings in IBN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $356,340,816 | 13,758,333 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $459,600,655 | 15,422,841 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $557,669,578 | 18,447,555 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $591,738,929 | 17,590,337 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $620,694,604 | 19,692,088 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $537,519,377 | 18,001,319 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $545,343,883 | 18,269,477 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $441,425,917 | 15,321,969 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $408,005,733 | 15,448,911 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $266,568,310 | 11,181,557 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $134,674,341 | 5,825,015 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $134,026,846 | 5,807,056 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $134,796,138 | 6,246,346 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $91,693,960 | 4,188,852 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $142,356,497 | 6,788,579 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $141,889,430 | 7,998,277 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $120,621,451 | 6,368,609 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $77,948,829 | 3,938,799 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $28,829,393 | 1,527,790 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $13,216,553 | 772,898 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $14,948,948 | 932,561 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $28,813,061 | 1,938,968 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $46,636,712 | 4,744,325 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $39,358,223 | 4,236,623 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $46,196,641 | 5,434,899 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||