NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in JPM — Jpmorgan Chase & Co
CIK 1141802
MILWAUKEE, WI
Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$383,147,620
+$48,554,446 QoQ
Shares Held
1,170,524
+2.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#175
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $582,611,600 across 18 Banks - Diversified names. JPM ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,170,524 | $383,147,620 | |
| 2 | C |
Citigroup Inc
|
637,555 | $89,232,197 | |
| 3 | BAC |
Bank Of America Corp /De/
|
728,081 | $41,486,055 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
231,363 | $19,119,838 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
91,513 | $13,233,694 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
74,546 | $7,088,579 | |
| 7 | RY |
Royal Bank Of Canada
|
28,086 | $5,812,959 | |
| 8 | TD |
Toronto Dominion Bank
|
43,566 | $5,290,219 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,147,620 | 1,170,524 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $334,593,174 | 1,137,453 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $360,327,670 | 1,118,266 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $347,527,525 | 1,101,758 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $319,554,747 | 1,102,255 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $261,810,161 | 1,067,306 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $246,461,192 | 1,028,164 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $209,521,882 | 993,654 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $197,531,161 | 976,620 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $193,353,596 | 965,320 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $166,304,728 | 977,688 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $140,110,782 | 966,148 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $134,340,891 | 923,686 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $120,224,266 | 922,602 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $120,007,833 | 894,913 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $95,750,424 | 916,272 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $97,160,921 | 862,809 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $112,212,762 | 823,157 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $122,736,926 | 775,099 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $121,867,205 | 744,500 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $111,191,657 | 714,875 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $99,495,244 | 653,585 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $78,380,842 | 616,832 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $57,535,187 | 597,644 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $52,470,148 | 557,837 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $48,115,273 | 534,436 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||