Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,892,900
+$529,050 QoQ
Shares Held
27,168
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,573
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 12%
None 85%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $28,676,788 across 6 Banks - Diversified names. JPM ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
27,168 | $8,892,900 | |
| 2 | C |
Citigroup Inc
|
52,058 | $7,286,036 | |
| 3 | BAC |
Bank Of America Corp /De/
|
104,201 | $5,937,371 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
65,636 | $5,424,158 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,347 | $917,839 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
3,672 | $218,484 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,892,900 | 27,168 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,363,850 | 28,433 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $9,353,079 | 29,027 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,444,288 | 29,941 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $8,457,543 | 29,173 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $7,311,902 | 29,808 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $7,292,936 | 30,424 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $6,713,149 | 31,837 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $6,820,409 | 33,721 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $6,945,001 | 34,673 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $6,069,847 | 35,684 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,391,552 | 37,178 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $5,634,345 | 38,740 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $5,180,343 | 39,754 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $5,343,214 | 39,845 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $4,216,993 | 40,354 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,627,482 | 41,093 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $5,801,369 | 42,557 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $6,959,956 | 43,953 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $9,573,736 | 58,487 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,408,613 | 60,490 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $12,534,922 | 82,342 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $10,737,287 | 84,499 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $8,517,584 | 88,476 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,596,613 | 91,395 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $8,428,067 | 93,614 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||