Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$109,358,989
+$10,150,000 QoQ
Shares Held
334,094
-0.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#381
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PZENA INVESTMENT MANAGEMENT LLC holds $3,101,943,631 across 9 Banks - Diversified names. JPM ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
22,604,129 | $1,120,260,632 | |
| 2 | C |
Citigroup Inc
|
5,548,789 | $776,608,508 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,827,468 | $729,501,955 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,310,363 | $359,564,483 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
334,094 | $109,358,989 | |
| 6 | ING |
Ing Groep NV
|
94,897 | $2,977,867 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
23,555 | $2,239,844 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
37,322 | $880,052 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,358,989 | 334,094 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $99,208,989 | 337,262 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $110,324,905 | 342,390 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $107,254,085 | 340,025 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $99,240,831 | 342,316 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $76,590,754 | 312,233 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $147,845,217 | 616,767 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $186,474,040 | 884,350 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $194,277,202 | 960,532 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $263,345,426 | 1,314,755 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $300,783,406 | 1,768,274 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $258,513,377 | 1,782,605 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $261,604,673 | 1,798,712 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $242,161,849 | 1,858,352 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $256,772,668 | 1,914,785 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $199,853,951 | 1,912,478 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $217,789,541 | 1,934,016 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $238,400,641 | 1,748,831 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $276,229,223 | 1,744,422 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $280,931,161 | 1,716,239 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $261,900,429 | 1,683,814 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $255,093,485 | 1,675,711 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $231,985,980 | 1,825,655 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $176,704,162 | 1,835,506 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $193,204,507 | 2,054,056 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $187,872,173 | 2,086,773 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||