Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$577,894,895
+$51,915,931 QoQ
Shares Held
1,765,481
-1.3% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#133
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 4%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $993,731,708 across 18 Banks - Diversified names. JPM ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,765,481 | $577,894,895 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,751,319 | $213,750,156 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,837,010 | $151,810,505 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
75,473 | $10,914,150 | |
| 5 | C |
Citigroup Inc
|
60,696 | $8,495,011 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
51,262 | $4,874,503 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
175,458 | $4,396,976 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
152,605 | $3,035,313 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,894,895 | 1,765,481 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $525,978,964 | 1,788,071 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $579,788,811 | 1,799,357 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $527,002,778 | 1,670,744 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $491,676,053 | 1,695,961 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $417,406,159 | 1,701,615 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $411,826,334 | 1,718,019 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $365,610,996 | 1,733,904 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $355,357,470 | 1,756,934 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $359,241,054 | 1,793,515 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $307,091,905 | 1,805,361 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $266,121,125 | 1,835,065 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $269,403,892 | 1,852,337 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $244,041,570 | 1,872,777 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $257,816,770 | 1,922,571 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $206,810,411 | 1,979,047 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $227,787,057 | 2,022,796 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $311,502,650 | 2,285,084 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $363,038,118 | 2,292,631 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $374,177,006 | 2,285,888 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $355,344,505 | 2,284,586 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $349,234,952 | 2,294,127 | Shares | Defined | 2021-09-03 | |
| 2020-12-31 | $290,030,921 | 2,282,450 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $219,945,565 | 2,284,674 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $213,864,504 | 2,273,703 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $205,396,872 | 2,281,427 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||