Position in JPM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$99,208,989
-$11,115,916 QoQ
Shares Held
337,262
-1.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.66904661657702.ToString("F0")%
Shared 0.ToString("F0")%
None 11.330953383422978.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026PZENA INVESTMENT MANAGEMENT LLC holds $3,080,102,093 across 9 Banks - Diversified names. JPM ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
26,544,355 | $1,037,087,949 | |
| 2 | C |
Citigroup Inc
|
8,175,364 | $927,168,030 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,773,128 | $698,428,719 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,422,754 | $313,109,256 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
337,262 | $99,208,989 | |
| 6 | ING |
Ing Groep NV
|
80,698 | $2,102,182 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
23,950 | $1,975,635 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,548 | $642,823 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||