Position in JPM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$8,339,730
-$1,101,638 QoQ
Shares Held
28,351
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.80427498148214.ToString("F0")%
Shared 0.ToString("F0")%
None 1.1957250185178654.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026MARIETTA INVESTMENT PARTNERS LLC holds $30,274,912 across 9 Banks - Diversified names. JPM ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
28,351 | $8,339,730 | |
| 2 | SAN |
Banco Santander, S.A.
|
520,774 | $5,874,330 | |
| 3 | BAC |
Bank Of America Corp /De/
|
88,575 | $4,318,031 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
33,502 | $3,974,342 | |
| 5 | ING |
Ing Groep NV
|
112,240 | $2,923,852 | |
| 6 | BCS |
Barclays PLC
|
101,840 | $2,154,934 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
97,644 | $2,114,969 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
3,900 | $310,479 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,339,730 | 28,351 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,441,368 | 29,301 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,075,867 | 28,773 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,620,473 | 29,735 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,415,909 | 30,232 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,101,408 | 29,625 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,517,675 | 21,425 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,423,681 | 11,983 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,396,188 | 11,963 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,038,308 | 11,983 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,716,166 | 11,834 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,722,009 | 11,840 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,537,658 | 11,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,588,816 | 11,848 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,284,618 | 12,293 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,391,409 | 12,356 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,214,561 | 23,581 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,781,556 | 23,881 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,868,158 | 23,631 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,570,265 | 22,954 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,377,070 | 22,184 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,437,456 | 19,182 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,667,492 | 17,321 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,625,450 | 17,281 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,479,282 | 16,431 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||