BRIDGEWAY CAPITAL MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1107261 HOUSTON, TX

Position in JPM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$36,297,284

-$2,550,203 QoQ

Shares Held

123,393

+2.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 37.27115800734239.ToString("F0")% Shared 0.ToString("F0")% None 62.7288419926576.ToString("F0")%

Financial Services · as of Mar 31, 2026

BRIDGEWAY CAPITAL MANAGEMENT, LLC holds $101,541,183 across 5 Banks - Diversified names. JPM ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	123,393	$36,297,284
2	WFC	Wells Fargo & Company/Mn	307,848	$24,507,779
3	BAC	Bank Of America Corp /De/	502,396	$24,491,805
4	NTB	Bank of N.T. Butterfield & Son Ltd	271,308	$14,238,243
5	RY	Royal Bank Of Canada	12,400	$2,006,072

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$36,297,284	123,393	+2.3%	Shares	Sole	2026-05-15
2025-12-31	$38,847,487	120,562	+2.3%	Shares	Sole	2026-02-17
2025-09-30	$37,156,707	117,797	+2.2%	Shares	Sole	2025-11-14
2025-06-30	$33,399,371	115,206	-6.6%	Shares	Sole	2025-08-14
2025-03-31	$30,267,321	123,389	-2.5%	Shares	Sole	2025-05-15
2024-12-31	$30,339,135	126,566	-12.9%	Shares	Sole	2025-02-14
2024-09-30	$30,627,836	145,252	+1.5%	Shares	Sole	2024-11-14
2024-06-30	$28,957,361	143,169	-37.3%	Shares	Sole	2024-08-14
2024-03-31	$45,766,346	228,489	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$38,904,251	228,714	-1.4%	Shares	Sole	2024-02-14
2023-09-30	$33,626,512	231,875	-9.3%	Shares	Sole	2023-11-14
2023-06-30	$37,183,917	255,665	+132.1%	Shares	Sole	2023-08-14
2023-03-31	$14,355,210	110,162	-4.5%	Shares	Sole	2023-05-15
2022-12-31	$15,468,435	115,350	+47.9%	Shares	Sole	2023-02-14
2022-09-30	$8,150,477	77,995	-19.9%	Shares	Sole	2022-11-14
2022-06-30	$10,967,650	97,395	0.0%	Shares	Sole	2022-08-15
2022-03-31	$13,276,886	97,395	-47.1%	Shares	Sole	2022-05-16
2021-12-31	$29,127,690	183,945	-19.3%	Shares	Sole	2022-02-14
2021-09-30	$37,295,948	227,845	-8.8%	Shares	Sole	2021-11-15
2021-06-30	$38,876,445	249,945	-1.3%	Shares	Sole	2021-08-16
2021-03-31	$38,566,709	253,345	-14.4%	Shares	Sole	2021-05-17
2020-12-31	$37,605,731	295,945	-19.9%	Shares	Sole	2021-02-16
2020-09-30	$35,590,537	369,695	-19.0%	Shares	Sole	2020-11-16
2020-06-30	$42,909,701	456,195	+189.7%	Shares	Sole	2020-08-31
2020-03-31	$14,179,274	157,495	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.