Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$366,489,796
+$32,669,970 QoQ
Shares Held
1,119,634
-1.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
#182
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GREAT LAKES ADVISORS, LLC holds $831,690,526 across 6 Banks - Diversified names. JPM ranks #1 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,119,634 | $366,489,796 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,579,440 | $203,956,488 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,088,541 | $172,597,026 | |
| 4 | C |
Citigroup Inc
|
465,917 | $65,209,740 | |
| 5 | UBS |
UBS Group AG
|
376,522 | $18,660,430 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
33,034 | $4,777,046 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,489,796 | 1,119,634 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $333,819,826 | 1,134,824 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $350,761,600 | 1,088,578 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $345,599,931 | 1,095,647 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $324,280,857 | 1,118,557 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $297,667,868 | 1,213,485 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $291,728,745 | 1,217,007 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $246,733,609 | 1,170,130 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $239,736,954 | 1,185,291 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $239,269,564 | 1,194,556 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $200,444,646 | 1,178,393 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $221,078,638 | 1,524,470 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $166,622,898 | 1,145,647 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $164,744,546 | 1,264,251 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,986,791 | 29,730 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,556,906 | 24,468 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,825,947 | 25,095 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,795,421 | 27,842 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $14,262,426 | 90,069 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $11,957,554 | 73,050 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $11,141,952 | 71,634 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $10,732,367 | 70,501 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,691,342 | 21,180 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,175,220 | 22,595 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,691,338 | 28,613 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $3,478,219 | 38,634 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||