Position in JPM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,459,503,077
-$194,865,590 QoQ
Shares Held
4,961,596
-3.4% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,808,622,889 across 9 Banks - Diversified names. JPM ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,961,596 | $1,459,503,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,412,163 | $702,592,946 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,460,712 | $275,507,281 | |
| 4 | C |
Citigroup Inc
|
2,385,387 | $270,526,738 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
804,280 | $95,411,735 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
36,889 | $1,935,934 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
12,800 | $1,212,800 | |
| 8 | TD |
Toronto Dominion Bank
|
11,000 | $1,026,410 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,459,503,077 | 4,961,596 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,654,368,667 | 5,134,283 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,672,342,673 | 5,301,787 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $1,543,798,000 | 5,325,094 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,329,157,558 | 5,418,498 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,337,242,849 | 5,578,586 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,228,109,577 | 5,824,289 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $1,141,078,307 | 5,641,641 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,179,540,259 | 5,888,868 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,037,485,316 | 6,099,267 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $892,408,123 | 6,153,690 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $899,968,175 | 6,187,900 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $820,376,768 | 6,295,578 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $797,921,148 | 5,950,195 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $660,834,173 | 6,323,772 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $729,204,590 | 6,475,487 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $862,762,736 | 6,328,952 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $933,249,817 | 5,893,589 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,013,775,874 | 6,193,267 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $974,542,558 | 6,265,543 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $925,075,826 | 7,280,049 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $686,251,741 | 7,128,407 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $697,768,589 | 7,418,335 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $660,144,523 | 7,332,495 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||