Position in JPM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$127,971,361
-$12,639,318 QoQ
Shares Held
435,040
-0.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 11.468370724531079.ToString("F0")%
Shared 88.53162927546893.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, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $300,983,271 across 14 Banks - Diversified names. JPM ranks #1 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
435,040 | $127,971,361 | |
| 2 | C |
Citigroup Inc
|
868,395 | $98,484,674 | |
| 3 | BAC |
Bank Of America Corp /De/
|
762,631 | $37,178,258 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
194,847 | $15,511,768 | |
| 5 | BCS |
Barclays PLC
|
230,751 | $4,882,690 | |
| 6 | SAN |
Banco Santander, S.A.
|
337,704 | $3,809,300 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
143,337 | $3,104,678 | |
| 8 | ING |
Ing Groep NV
|
117,050 | $3,049,152 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,971,361 | 435,040 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $140,610,679 | 436,381 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $145,139,430 | 460,132 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $135,194,595 | 466,333 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $114,680,933 | 467,513 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $143,093,440 | 596,944 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $126,801,497 | 601,354 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $123,861,389 | 612,387 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $106,569,410 | 532,049 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $114,515,737 | 673,226 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $97,551,323 | 672,675 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $96,915,829 | 666,363 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $91,184,678 | 699,752 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $91,687,649 | 683,726 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $69,867,548 | 668,589 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $70,862,989 | 629,278 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $86,902,084 | 637,486 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $104,918,586 | 662,574 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $109,465,879 | 668,739 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $104,185,349 | 669,830 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $101,636,043 | 667,648 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $85,178,063 | 670,324 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $64,241,250 | 667,303 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $63,860,241 | 678,931 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $62,373,405 | 692,807 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||