INTECH INVESTMENT MANAGEMENT LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1086318
WEST PALM BEACH, FL
Position in JPM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$41,459,792
-$32,438,787 QoQ
Shares Held
140,943
-38.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 90.525957301888.ToString("F0")%
Shared 0.ToString("F0")%
None 9.474042698112003.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026INTECH INVESTMENT MANAGEMENT LLC holds $348,000,635 across 12 Banks - Diversified names. JPM ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
708,006 | $66,064,039 | |
| 2 | BNS |
Bank Of Nova Scotia
|
830,164 | $57,538,666 | |
| 3 | C |
Citigroup Inc
|
434,710 | $49,300,460 | |
| 4 | JPM |
Jpmorgan Chase & Co
This page
|
140,943 | $41,459,792 | |
| 5 | RY |
Royal Bank Of Canada
|
218,637 | $35,371,093 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
187,747 | $25,409,678 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
265,835 | $25,187,866 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
145,283 | $17,234,922 |
All Filings in JPM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,459,792 | 140,943 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $73,898,579 | 229,342 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $72,410,110 | 229,560 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $53,984,430 | 186,211 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $51,331,477 | 209,260 | Shares | Defined | 2025-05-20 | |
| 2024-12-31 | $53,925,640 | 224,962 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $26,648,064 | 126,378 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $26,307,552 | 130,068 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $33,799,423 | 168,744 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $51,789,496 | 304,465 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $45,733,507 | 315,360 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $33,067,820 | 227,364 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $48,679,776 | 373,569 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $44,120,241 | 329,010 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $50,885,334 | 486,941 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $63,303,486 | 562,148 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||