THORNBURG INVESTMENT MANAGEMENT INC

Position in JPM — Jpmorgan Chase & Co

CIK 1145020 SANTA FE, NM

Position in JPM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$573,317

-$54,689 QoQ

Shares Held

1,949

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

THORNBURG INVESTMENT MANAGEMENT INC holds $942,152,348 across 4 Banks - Diversified names. JPM ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	7,988,210	$905,942,896
2	MUFG	Mitsubishi Ufj Financial Group Inc	1,077,231	$18,280,610
3	ING	Ing Groep NV	666,239	$17,355,525
4	JPM	Jpmorgan Chase & Co This page	1,949	$573,317

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$573,317	1,949	0.0%	Shares	Sole	2026-05-12
2025-12-31	$628,006	1,949	-97.9%	Shares	Sole	2026-02-13
2025-09-30	$29,384,197	93,156	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$27,102,816	93,487	-83.8%	Shares	Sole	2025-08-13
2025-03-31	$141,757,643	577,895	-11.0%	Shares	Sole	2025-05-08
2024-12-31	$155,624,526	649,220	-35.3%	Shares	Sole	2025-02-14
2024-09-30	$211,430,798	1,002,707	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$202,699,106	1,002,171	-36.6%	Shares	Sole	2024-08-08
2024-03-31	$316,452,167	1,579,891	-4.9%	Shares	Sole	2024-05-13
2023-12-31	$282,724,230	1,662,106	-4.3%	Shares	Sole	2024-02-08
2023-09-30	$251,749,499	1,735,964	-2.2%	Shares	Sole	2023-11-13
2023-06-30	$258,137,383	1,774,872	-10.1%	Shares	Sole	2023-08-08
2023-03-31	$257,219,430	1,973,904	+0.3%	Shares	Sole	2023-05-09
2022-12-31	$263,997,574	1,968,662	+7.6%	Shares	Sole	2023-02-08
2022-09-30	$191,145,548	1,829,144	+0.6%	Shares	Sole	2022-11-15
2022-06-30	$204,698,404	1,817,764	-0.2%	Shares	Sole	2022-08-05
2022-03-31	$248,291,612	1,821,388	-3.0%	Shares	Sole	2022-05-12
2021-12-31	$297,296,899	1,877,467	-1.5%	Shares	Sole	2022-02-10
2021-09-30	$311,968,750	1,905,851	-29.3%	Shares	Sole	2021-11-10
2021-06-30	$419,536,019	2,697,287	-7.5%	Shares	Sole	2021-08-11
2021-03-31	$443,678,749	2,914,529	-2.4%	Shares	Sole	2021-05-14
2020-12-31	$379,392,009	2,985,693	-13.4%	Shares	Sole	2021-02-09
2020-09-30	$331,808,514	3,446,645	-1.5%	Shares	Sole	2020-11-05
2020-06-30	$329,047,652	3,498,274	-2.2%	Shares	Sole	2020-08-07
2020-03-31	$321,976,539	3,576,325	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.