Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$144,302,772
+$16,331,411 QoQ
Shares Held
440,848
+1.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#328
of 5,073 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 88%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $310,215,548 across 14 Banks - Diversified names. JPM ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
440,848 | $144,302,772 | |
| 2 | C |
Citigroup Inc
|
609,494 | $85,304,776 | |
| 3 | BAC |
Bank Of America Corp /De/
|
671,990 | $38,289,986 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
198,554 | $16,408,500 | |
| 5 | BCS |
Barclays PLC
|
204,955 | $5,505,090 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
192,270 | $4,818,286 | |
| 7 | SAN |
Banco Santander, S.A.
|
283,502 | $3,912,327 | |
| 8 | ING |
Ing Groep NV
|
117,667 | $3,692,388 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,302,772 | 440,848 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||