Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$710,474,646
-$72,025,668 QoQ
Shares Held
2,415,266
-0.5% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
1.13%
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")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $1,428,694,128 across 6 Banks - Diversified names. JPM ranks #1 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,415,266 | $710,474,646 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,399,373 | $311,969,433 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,769,496 | $220,479,576 | |
| 4 | C |
Citigroup Inc
|
895,486 | $101,557,067 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
616,516 | $73,137,293 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
211,054 | $11,076,113 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $710,474,646 | 2,415,266 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $782,500,314 | 2,428,466 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $769,165,330 | 2,438,466 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $723,431,557 | 2,495,366 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $618,123,129 | 2,519,866 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $626,425,992 | 2,613,266 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $575,830,404 | 2,730,866 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $557,401,457 | 2,755,866 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $568,404,529 | 2,837,766 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $477,941,196 | 2,809,766 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $419,407,411 | 2,892,066 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $423,763,583 | 2,913,666 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $344,170,341 | 2,641,166 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $276,590,100 | 2,062,566 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $237,786,197 | 2,275,466 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $209,056,636 | 1,856,466 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $391,192,869 | 2,869,666 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $472,320,996 | 2,982,766 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $489,853,128 | 2,992,566 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $456,395,733 | 2,934,266 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $432,160,571 | 2,838,866 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $382,684,901 | 3,011,607 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $304,146,484 | 3,159,307 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $271,241,480 | 2,883,707 | 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. | ||||||