ADAGE CAPITAL PARTNERS GP, L.L.C.

Position in JPM — Jpmorgan Chase & Co

CIK 1165408 Boston, MA

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$782,242,104

+$71,767,458 QoQ

Shares Held

2,389,766

-1.1% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#104

of 5,077 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

ADAGE CAPITAL PARTNERS GP, L.L.C. holds $1,631,045,881 across 6 Banks - Diversified names. JPM ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,389,766	$782,242,104
2	BAC	Bank Of America Corp /De/	6,492,673	$369,952,507
3	WFC	Wells Fargo & Company/Mn	2,729,296	$225,549,021
4	C	Citigroup Inc	1,136,086	$159,006,596
5	BNY	Bank of New York Mellon Corp	611,716	$88,460,250
6	NTB	Bank of N.T. Butterfield & Son Ltd	98,074	$5,835,403

All Filings in JPM

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$782,242,104	2,389,766	-1.1%	Shares	Sole	2026-08-14
2026-03-31	$710,474,646	2,415,266	-0.5%	Shares	Sole	2026-05-15
2025-12-31	$782,500,314	2,428,466	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$769,165,330	2,438,466	-2.3%	Shares	Sole	2025-11-14
2025-06-30	$723,431,557	2,495,366	-1.0%	Shares	Sole	2025-08-14
2025-03-31	$618,123,129	2,519,866	-3.6%	Shares	Sole	2025-05-15
2024-12-31	$626,425,992	2,613,266	-4.3%	Shares	Sole	2025-02-14
2024-09-30	$575,830,404	2,730,866	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$557,401,457	2,755,866	-2.9%	Shares	Sole	2024-08-14
2024-03-31	$568,404,529	2,837,766	+1.0%	Shares	Sole	2024-05-15
2023-12-31	$477,941,196	2,809,766	-2.8%	Shares	Sole	2024-02-14
2023-09-30	$419,407,411	2,892,066	-0.7%	Shares	Sole	2023-11-14
2023-06-30	$423,763,583	2,913,666	+10.3%	Shares	Other	2023-08-14
2023-03-31	$344,170,341	2,641,166	+28.1%	Shares	Sole	2023-05-15
2022-12-31	$276,590,100	2,062,566	-9.4%	Shares	Sole	2023-02-14
2022-09-30	$237,786,197	2,275,466	+22.6%	Shares	Sole	2022-11-14
2022-06-30	$209,056,636	1,856,466	-35.3%	Shares	Sole	2022-08-15
2022-03-31	$391,192,869	2,869,666	-3.8%	Shares	Sole	2022-05-16
2021-12-31	$472,320,996	2,982,766	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$489,853,128	2,992,566	+2.0%	Shares	Sole	2021-11-15
2021-06-30	$456,395,733	2,934,266	+3.4%	Shares	Sole	2021-08-16
2021-03-31	$432,160,571	2,838,866	-5.7%	Shares	Sole	2021-05-17
2020-12-31	$382,684,901	3,011,607	-4.7%	Shares	Sole	2021-02-16
2020-09-30	$304,146,484	3,159,307	+9.6%	Shares	Sole	2020-11-16
2020-06-30	$271,241,480	2,883,707	-12.1%	Shares	Sole	2020-08-14
2020-03-31	$295,488,093	3,282,107	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.