PRINCIPAL FINANCIAL GROUP INC

Position in JPM — Jpmorgan Chase & Co

CIK 1126328 DES MOINES, IA

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Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,578,925,679

+$119,422,602 QoQ

Shares Held

4,823,651

-2.8% QoQ

Ownership

0.181%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#57

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $3,268,838,547 across 10 Banks - Diversified names. JPM ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	4,823,651	$1,578,925,679
2	BAC	Bank Of America Corp /De/	14,362,582	$818,379,920
3	C	Citigroup Inc	3,195,739	$447,275,627
4	WFC	Wells Fargo & Company/Mn	3,420,871	$282,700,778
5	BNY	Bank of New York Mellon Corp	773,311	$111,828,503
6	FRBT	Forbright, Inc.	1,277,699	$23,369,114
7	NTB	Bank of N.T. Butterfield & Son Ltd	39,603	$2,356,378
8	CM	Canadian Imperial Bank Of Commerce /Can/	12,900	$1,483,500

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,578,925,679	4,823,651	-2.8%	Shares	Defined	2026-08-04
2026-03-31	$1,459,503,077	4,961,596	-3.4%	Shares	Defined	2026-05-04
2025-12-31	$1,654,368,667	5,134,283	-3.2%	Shares	Defined	2026-02-02
2025-09-30	$1,672,342,673	5,301,787	-0.4%	Shares	Defined	2025-11-04
2025-06-30	$1,543,798,000	5,325,094	-1.7%	Shares	Defined	2025-08-08
2025-03-31	$1,329,157,558	5,418,498	-2.9%	Shares	Defined	2025-04-28
2024-12-31	$1,337,242,849	5,578,586	-4.2%	Shares	Defined	2025-01-31
2024-09-30	$1,228,109,577	5,824,289	+3.2%	Shares	Defined	2024-10-31
2024-06-30	$1,141,078,307	5,641,641	-4.2%	Shares	Defined	2024-07-29
2024-03-31	$1,179,540,259	5,888,868	-3.4%	Shares	Defined	2024-04-29
2023-12-31	$1,037,485,316	6,099,267	-0.9%	Shares	Defined	2024-02-07
2023-09-30	$892,408,123	6,153,690	-0.6%	Shares	Defined	2023-11-02
2023-06-30	$899,968,175	6,187,900	-1.7%	Shares	Defined	2023-08-07
2023-03-31	$820,376,768	6,295,578	+5.8%	Shares	Defined	2023-05-09
2022-12-31	$797,921,148	5,950,195	-5.9%	Shares	Defined	2023-02-09
2022-09-30	$660,834,173	6,323,772	-2.3%	Shares	Defined	2022-11-09
2022-06-30	$729,204,590	6,475,487	+2.3%	Shares	Defined	2022-08-10
2022-03-31	$862,762,736	6,328,952	+7.4%	Shares	Defined	2022-05-09
2021-12-31	$933,249,817	5,893,589	-4.8%	Shares	Defined	2022-02-09
2021-09-30	$1,013,775,874	6,193,267	-1.2%	Shares	Defined	2021-11-09
2021-06-30	$974,542,558	6,265,543	-6.6%	Shares	Defined	2021-08-10
2021-03-31	$1,021,214,860	6,708,368	-7.9%	Shares	Defined	2021-05-10
2020-12-31	$925,075,826	7,280,049	+2.1%	Shares	Defined	2021-02-23
2020-09-30	$686,251,741	7,128,407	-3.9%	Shares	Defined	2020-11-06
2020-06-30	$697,768,589	7,418,335	+1.2%	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.