Position in JPM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$313,462,778
-$54,650,371 QoQ
Shares Held
1,065,620
-6.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
3.30%
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, 2026REGIONS FINANCIAL CORP holds $500,324,710 across 10 Banks - Diversified names. JPM ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,065,620 | $313,462,778 | |
| 2 | RY |
Royal Bank Of Canada
|
792,275 | $128,174,249 | |
| 3 | BAC |
Bank Of America Corp /De/
|
990,060 | $48,265,425 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
45,939 | $3,657,203 | |
| 5 | C |
Citigroup Inc
|
20,690 | $2,346,451 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
14,258 | $1,691,426 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
54,010 | $1,169,856 | |
| 8 | SAN |
Banco Santander, S.A.
|
82,371 | $929,144 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,462,778 | 1,065,620 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $368,113,149 | 1,142,428 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $364,442,458 | 1,155,383 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $338,658,076 | 1,168,149 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $289,783,437 | 1,181,343 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $277,586,815 | 1,158,011 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $246,882,478 | 1,170,836 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $239,128,963 | 1,182,285 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $233,448,447 | 1,165,494 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $201,000,706 | 1,181,662 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $176,541,836 | 1,217,362 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $177,878,355 | 1,223,036 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $162,720,963 | 1,248,722 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $168,144,369 | 1,253,873 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $135,753,232 | 1,299,074 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $147,762,449 | 1,312,161 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $185,650,527 | 1,361,873 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $215,922,733 | 1,363,579 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $225,954,565 | 1,380,381 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $220,682,485 | 1,418,815 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $224,973,866 | 1,477,855 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $190,495,846 | 1,499,141 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $140,924,743 | 1,463,849 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $140,088,071 | 1,489,348 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $132,694,856 | 1,473,896 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||