Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,334,240,281
+$22,078,128 QoQ
Shares Held
4,076,132
-8.6% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#64
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BESSEMER GROUP INC holds $2,935,701,775 across 18 Banks - Diversified names. JPM ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,076,132 | $1,334,240,281 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,572,146 | $716,360,873 | |
| 3 | C |
Citigroup Inc
|
2,486,504 | $348,011,094 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
1,469,398 | $259,642,620 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,246,182 | $143,310,930 | |
| 6 | TD |
Toronto Dominion Bank
|
697,891 | $84,744,899 | |
| 7 | RY |
Royal Bank Of Canada
|
51,319 | $10,621,491 | |
| 8 | UBS |
UBS Group AG
|
152,569 | $7,561,317 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334,240,281 | 4,076,132 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,312,162,153 | 4,460,709 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $1,513,963,230 | 4,698,539 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,703,311,584 | 5,399,967 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,571,738,942 | 5,421,472 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $1,334,682,200 | 5,441,020 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $1,395,678,869 | 5,822,364 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,245,488,863 | 5,906,710 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,192,373,664 | 5,895,252 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,194,550,536 | 5,963,807 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $1,055,713,569 | 6,206,429 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $945,659,607 | 6,520,891 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $946,346,514 | 6,506,783 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $791,098,972 | 6,070,900 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $802,587,958 | 5,984,996 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $635,124,768 | 6,077,749 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $712,482,563 | 6,326,992 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $835,050,920 | 6,125,667 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $954,715,262 | 6,029,146 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $971,172,109 | 5,932,996 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $912,763,153 | 5,868,350 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $794,403,724 | 5,218,444 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $495,757,247 | 3,901,450 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $333,702,332 | 3,466,317 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $296,137,089 | 3,148,385 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $273,848,388 | 3,041,746 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||