Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$79,921,220
+$13,980,256 QoQ
Shares Held
244,161
+8.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#465
of 5,072 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TODD ASSET MANAGEMENT LLC holds $578,543,975 across 11 Banks - Diversified names. JPM ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAN |
Banco Santander, S.A.
|
6,512,623 | $89,874,196 | |
| 2 | ING |
Ing Groep NV
|
2,734,689 | $85,814,539 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,028,393 | $80,124,735 | |
| 4 | JPM |
Jpmorgan Chase & Co
This page
|
244,161 | $79,921,220 | |
| 5 | BCS |
Barclays PLC
|
2,679,864 | $71,981,146 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
426,088 | $61,616,585 | |
| 7 | BAC |
Bank Of America Corp /De/
|
923,380 | $52,614,191 | |
| 8 | C |
Citigroup Inc
|
191,124 | $26,749,715 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,921,220 | 244,161 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $65,940,964 | 224,167 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $79,169,775 | 245,701 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $77,635,523 | 246,126 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $71,920,582 | 248,079 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $61,510,936 | 250,758 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $60,118,548 | 250,797 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $73,637,161 | 349,223 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $50,245,631 | 248,421 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $46,016,120 | 229,736 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $42,132,579 | 247,693 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $36,253,984 | 249,993 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $28,958,412 | 199,109 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,729,344 | 13,271 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,779,641 | 13,271 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,386,819 | 13,271 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,494,447 | 13,271 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $36,391,987 | 266,960 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $54,735,894 | 345,664 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $59,363,815 | 362,660 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $56,750,013 | 364,858 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $55,399,693 | 363,921 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $55,832,779 | 439,386 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $44,729,063 | 464,621 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $43,694,632 | 464,540 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $40,355,587 | 448,246 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||