Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$74,295,725
+$7,069,283 QoQ
Shares Held
226,975
-0.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#483
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GUGGENHEIM CAPITAL LLC holds $126,675,879 across 13 Banks - Diversified names. JPM ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
226,975 | $74,295,725 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
238,727 | $19,728,398 | |
| 3 | C |
Citigroup Inc
|
83,426 | $11,676,302 | |
| 4 | BAC |
Bank Of America Corp /De/
|
160,746 | $9,159,305 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
96,583 | $2,420,369 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
13,646 | $1,973,347 | |
| 7 | BCS |
Barclays PLC
|
67,039 | $1,800,666 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
18,204 | $1,731,017 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,295,725 | 226,975 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $67,226,442 | 228,537 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $80,106,146 | 248,607 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $78,582,443 | 249,128 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $76,120,797 | 262,567 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $63,965,654 | 260,765 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $69,264,682 | 288,952 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $70,793,290 | 335,736 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $70,178,757 | 346,973 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $65,612,269 | 327,570 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $53,990,079 | 317,402 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $47,915,621 | 330,407 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $46,596,066 | 320,380 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $46,960,855 | 360,378 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $46,492,602 | 346,701 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $31,352,193 | 300,021 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,119,430 | 320,748 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $106,618,188 | 782,117 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $172,456,291 | 1,089,083 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $65,944,316 | 402,861 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $57,749,823 | 371,286 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $53,646,612 | 352,405 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $45,780,396 | 360,277 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $34,675,585 | 360,191 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $33,468,332 | 355,819 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $32,072,105 | 356,238 | Shares | Defined | 2020-06-02 | |
| No filing history on record for this holder in this stock. | ||||||