Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$660,240,321
+$5,243,957 QoQ
Shares Held
2,017,048
-9.4% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#123
of 5,057 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PRUDENTIAL FINANCIAL INC holds $1,860,435,101 across 7 Banks - Diversified names. JPM ranks #1 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,017,048 | $660,240,321 | |
| 2 | C |
Citigroup Inc
|
2,579,951 | $361,089,941 | |
| 3 | BAC |
Bank Of America Corp /De/
|
5,607,117 | $319,493,526 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,198,879 | $264,355,360 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,745,616 | $252,433,529 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
33,270 | $1,979,565 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
4,770 | $842,859 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,240,321 | 2,017,048 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $654,996,364 | 2,226,667 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $721,377,435 | 2,238,773 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $901,819,416 | 2,859,016 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $736,391,403 | 2,540,069 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $669,393,036 | 2,728,875 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $690,488,729 | 2,880,517 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $670,364,635 | 3,179,193 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $686,718,611 | 3,395,227 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $668,523,682 | 3,337,612 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $545,726,726 | 3,208,270 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $526,642,739 | 3,631,518 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $533,768,725 | 3,670,027 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $486,652,206 | 3,734,573 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $491,992,918 | 3,668,851 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $405,862,428 | 3,883,851 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $426,339,319 | 3,785,981 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $548,133,721 | 4,020,934 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $635,579,844 | 4,013,766 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $656,498,714 | 4,010,622 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $788,179,662 | 5,067,376 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $777,444,698 | 5,107,040 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $457,774,624 | 3,602,539 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $1,865,231 | 19,375 | Shares | Defined | 2021-08-05 | |
| 2020-06-30 | $1,642,381 | 17,461 | Shares | Defined | 2021-08-05 | |
| 2020-03-31 | $1,439,219 | 15,986 | Shares | Defined | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||