Position in JPM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$657,899,723
+$38,561,306 QoQ
Shares Held
2,236,537
+16.4% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99526053000687.ToString("F0")%
Shared 0.ToString("F0")%
None 0.0047394699931188255.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $2,293,660,438 across 18 Banks - Diversified names. JPM ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,236,537 | $657,899,723 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
4,310,788 | $511,388,780 | |
| 3 | BAC |
Bank Of America Corp /De/
|
9,952,583 | $485,188,421 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,245,758 | $178,784,794 | |
| 5 | C |
Citigroup Inc
|
1,202,559 | $136,382,216 | |
| 6 | TD |
Toronto Dominion Bank
|
601,469 | $56,123,072 | |
| 7 | RY |
Royal Bank Of Canada
|
331,050 | $53,557,269 | |
| 8 | BNS |
Bank Of Nova Scotia
|
692,738 | $48,013,670 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $657,899,723 | 2,236,537 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $619,338,417 | 1,922,098 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $566,812,884 | 1,796,953 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $530,550,085 | 1,830,051 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $455,046,463 | 1,855,061 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $428,731,882 | 1,788,544 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $355,128,092 | 1,684,189 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $336,038,809 | 1,661,420 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $331,295,197 | 1,653,995 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $310,337,414 | 1,824,441 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $272,228,498 | 1,877,179 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $283,884,772 | 1,951,903 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $273,809,326 | 2,101,215 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $296,814,123 | 2,213,379 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $239,351,293 | 2,290,443 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $267,605,277 | 2,376,390 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $305,403,148 | 2,240,340 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $274,182,866 | 1,731,499 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $241,176,917 | 1,473,376 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $212,112,231 | 1,363,715 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $161,160,725 | 1,058,666 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $117,509,634 | 924,763 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $89,590,209 | 930,614 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $85,482,104 | 908,804 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $77,147,517 | 856,909 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||