CI INVESTMENTS INC.

Position in JPM — Jpmorgan Chase & Co

CIK 1163648 TORONTO, Z4

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$242,768,549

+$23,713,775 QoQ

Shares Held

741,663

-0.4% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#233

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

CI INVESTMENTS INC. holds $673,498,816 across 5 Banks - Diversified names. JPM ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	4,397,028	$250,542,655
2	JPM	Jpmorgan Chase & Co This page	741,663	$242,768,549
3	C	Citigroup Inc	1,221,122	$170,908,235
4	WFC	Wells Fargo & Company/Mn	79,893	$6,602,357
5	BNY	Bank of New York Mellon Corp	18,512	$2,677,020

All Filings in JPM

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,768,549	741,663	-0.4%	Shares	Sole	2026-08-13
2026-03-31	$219,054,774	744,679	-7.9%	Shares	Sole	2026-05-13
2025-12-31	$260,426,903	808,227	-24.0%	Shares	Sole	2026-02-12
2025-09-30	$335,491,663	1,063,601	-10.8%	Shares	Sole	2025-11-12
2025-06-30	$345,875,095	1,193,043	-13.1%	Shares	Sole	2025-08-12
2025-03-31	$336,922,002	1,373,510	-1.7%	Shares	Sole	2025-05-13
2024-12-31	$334,959,007	1,397,351	-4.6%	Shares	Sole	2025-02-12
2024-09-30	$308,897,880	1,464,943	+3.2%	Shares	Sole	2024-11-12
2024-06-30	$287,076,112	1,419,342	-1.4%	Shares	Sole	2024-08-12
2024-03-31	$288,323,637	1,439,459	-10.7%	Shares	Sole	2024-05-13
2023-12-31	$274,192,524	1,611,949	-3.4%	Shares	Sole	2024-02-12
2023-09-30	$241,962,534	1,668,477	+27.0%	Shares	Sole	2023-11-13
2023-06-30	$191,121,831	1,314,094	-8.3%	Shares	Sole	2023-08-11
2023-03-31	$186,675,069	1,432,546	-5.0%	Shares	Sole	2023-05-12
2022-12-31	$202,281,401	1,508,437	-12.9%	Shares	Sole	2023-02-10
2022-09-30	$181,080,735	1,732,830	+7.7%	Shares	Sole	2022-11-14
2022-06-30	$181,246,132	1,609,503	-7.4%	Shares	Sole	2022-08-12
2022-03-31	$236,944,335	1,738,148	+22.9%	Shares	Sole	2022-05-12
2021-12-31	$223,860,344	1,413,706	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$230,151,740	1,406,022	+3.0%	Shares	Sole	2021-11-12
2021-06-30	$212,350,673	1,365,248	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$207,458,434	1,362,796	-5.0%	Shares	Sole	2021-05-13
2020-12-31	$182,316,477	1,434,772	-17.0%	Shares	Sole	2021-02-09
2020-09-30	$166,471,334	1,729,213	-10.2%	Shares	Sole	2020-11-09
2020-06-30	$181,103,593	1,925,405	-21.0%	Shares	Sole	2020-08-07
2020-03-31	$219,480,895	2,437,864	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.