KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1021223
LOS ANGELES, CA
Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,943,958
+$2,654,968 QoQ
Shares Held
30,379
+22.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,454
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $74,534,197 across 15 Banks - Diversified names. JPM ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
307,713 | $44,498,376 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
30,379 | $9,943,958 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
88,328 | $7,299,425 | |
| 4 | RY |
Royal Bank Of Canada
|
25,465 | $5,270,491 | |
| 5 | BAC |
Bank Of America Corp /De/
|
79,580 | $4,534,468 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
57,370 | $1,437,692 | |
| 7 | SAN |
Banco Santander, S.A.
|
102,857 | $1,419,426 | |
| 8 | TD |
Toronto Dominion Bank
|
500 | $60,715 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,943,958 | 30,379 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,288,990 | 24,779 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,202,754 | 25,457 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,168,375 | 25,896 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,262,724 | 28,501 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,668,235 | 27,184 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,264,581 | 26,134 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $5,105,131 | 24,211 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,424,437 | 21,875 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,779,763 | 13,878 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,911,243 | 11,236 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,613,492 | 11,126 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,614,384 | 11,100 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,434,452 | 11,008 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,489,985 | 11,111 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,158,487 | 11,086 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,250,759 | 11,107 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,514,106 | 11,107 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,627,521 | 10,278 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,659,489 | 10,138 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,545,445 | 9,936 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,504,945 | 9,886 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,232,324 | 9,698 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $951,821 | 9,887 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $950,852 | 10,109 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $859,876 | 9,551 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||