Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$112,357,331
+$10,594,739 QoQ
Shares Held
343,254
-0.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#378
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $167,815,808 across 12 Banks - Diversified names. JPM ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
343,254 | $112,357,331 | |
| 2 | BAC |
Bank Of America Corp /De/
|
706,054 | $40,230,956 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
61,997 | $8,965,386 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,628 | $1,043,577 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,367 | $1,041,579 | |
| 6 | C |
Citigroup Inc
|
7,074 | $990,077 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
34,759 | $819,617 | |
| 8 | UBS |
UBS Group AG
|
16,362 | $810,900 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,357,331 | 343,254 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $101,762,592 | 345,943 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $107,933,388 | 334,968 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $102,656,062 | 325,448 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $95,881,934 | 330,730 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $81,965,277 | 334,143 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $81,266,963 | 339,022 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $71,100,726 | 337,194 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $69,017,988 | 341,234 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $66,752,178 | 333,261 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $57,605,555 | 338,657 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $50,278,579 | 346,701 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $49,604,929 | 341,068 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,555,735 | 272,855 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $30,213,266 | 225,304 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $23,716,797 | 226,955 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $24,933,655 | 221,416 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $36,150,973 | 265,192 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $42,109,065 | 265,924 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $41,945,726 | 256,251 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $39,099,489 | 251,379 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $37,458,627 | 246,066 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $31,539,155 | 248,203 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $23,015,846 | 239,076 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $21,870,831 | 232,520 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $17,814,506 | 197,873 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||