Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$86,486,477
-$17,636,749 QoQ
Shares Held
264,218
-25.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#433
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $179,534,757 across 15 Banks - Diversified names. JPM ranks #1 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
264,218 | $86,486,477 | |
| 2 | BAC |
Bank Of America Corp /De/
|
722,142 | $41,147,651 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
492,635 | $40,711,356 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
26,096 | $2,481,468 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
65,701 | $1,306,792 | |
| 6 | C |
Citigroup Inc
|
7,922 | $1,108,763 | |
| 7 | RY |
Royal Bank Of Canada
|
4,971 | $1,028,847 | |
| 8 | TD |
Toronto Dominion Bank
|
7,590 | $921,653 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,486,477 | 264,218 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $104,123,226 | 353,968 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $118,262,473 | 367,024 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $132,976,455 | 421,572 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $196,055,696 | 676,264 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $181,642,442 | 740,491 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $211,627,733 | 882,849 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $198,330,277 | 940,578 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $177,458,676 | 877,379 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $183,347,208 | 915,363 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $162,972,129 | 958,096 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $135,420,111 | 933,803 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $123,283,670 | 847,660 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $167,792,629 | 1,287,642 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $180,096,300 | 1,343,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $121,067,325 | 1,158,539 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $51,003,321 | 452,920 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $68,860,412 | 505,138 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $51,861,683 | 327,513 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $54,397,951 | 332,323 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $53,926,806 | 346,707 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $125,011,428 | 821,201 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $161,978,289 | 1,274,717 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $126,562,895 | 1,314,666 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $125,147,676 | 1,330,509 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $122,152,433 | 1,356,797 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||