Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$159,668,955
-$11,588,643 QoQ
Shares Held
487,792
-16.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#312
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $2,261,615,401 across 10 Banks - Diversified names. JPM ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
5,664,895 | $792,858,704 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,153,417 | $508,518,380 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,784,283 | $386,568,445 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,251,900 | $325,647,259 | |
| 5 | JPM |
Jpmorgan Chase & Co
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|
487,792 | $159,668,955 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
1,417,694 | $84,352,793 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
35,828 | $3,406,884 | |
| 8 | BNS |
Bank Of Nova Scotia
|
2,700 | $234,468 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,668,955 | 487,792 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $171,257,598 | 582,192 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $197,237,950 | 612,122 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $200,904,306 | 636,922 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $199,950,927 | 689,700 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $174,294,480 | 710,536 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $177,353,758 | 739,868 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $163,395,414 | 774,900 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $167,976,930 | 830,500 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $171,436,770 | 855,900 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $146,541,150 | 861,500 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $118,452,336 | 816,800 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $123,667,632 | 850,300 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $110,968,086 | 851,570 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $112,007,025 | 835,250 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,897,850 | 37,300 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,200,353 | 37,300 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,084,736 | 37,300 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,354,625 | 27,500 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $10,338,660 | 63,160 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $9,917,230 | 63,760 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $14,461,850 | 95,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $488,516,294 | 3,844,466 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $442,983,131 | 4,601,466 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $605,487,640 | 6,437,249 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $754,938,732 | 8,385,413 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||