Advisors Asset Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1297376 Monument, CO

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$25,735,011

+$3,230,301 QoQ

Shares Held

78,621

+2.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#874

of 5,072 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $78,753,572 across 15 Banks - Diversified names. JPM ranks #1 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	78,621	$25,735,011
2	BNY	Bank of New York Mellon Corp	94,326	$13,640,482
3	C	Citigroup Inc	64,679	$9,052,472
4	BAC	Bank Of America Corp /De/	100,939	$5,751,504
5	WFC	Wells Fargo & Company/Mn	65,078	$5,378,045
6	SAN	Banco Santander, S.A.	331,392	$4,573,209
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	141,675	$3,340,696
8	HSBC	Hsbc Holdings PLC	34,585	$3,288,687

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,735,011	78,621	+2.8%	Shares	Sole	2026-08-14
2026-03-31	$22,504,710	76,505	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$24,460,364	75,912	+6.3%	Shares	Sole	2026-02-12
2025-09-30	$22,527,379	71,418	+2.9%	Shares	Sole	2026-08-26
2025-06-30	$20,130,770	69,438	-8.6%	Shares	Sole	2026-08-24
2025-03-31	$18,637,648	75,979	-2.0%	Shares	Sole	2026-08-26
2024-12-31	$18,586,633	77,538	+0.9%	Shares	Sole	2025-02-10
2024-09-30	$16,197,843	76,818	-2.3%	Shares	Sole	2024-11-08
2024-06-30	$15,897,231	78,598	-1.7%	Shares	Sole	2024-08-14
2024-03-31	$16,012,983	79,945	-24.8%	Shares	Sole	2026-08-26
2023-12-31	$18,082,990	106,308	-33.2%	Shares	Sole	2026-08-26
2023-09-30	$23,088,924	159,212	-20.3%	Shares	Sole	2026-08-26
2023-06-30	$29,047,276	199,720	-20.2%	Shares	Sole	2026-08-26
2023-03-31	$32,604,604	250,208	-11.1%	Shares	Sole	2026-08-26
2022-12-31	$37,742,579	281,451	-7.7%	Shares	Sole	2026-08-27
2022-09-30	$31,880,024	305,072	+4.4%	Shares	Sole	2026-08-26
2022-06-30	$32,918,830	292,326	-10.9%	Shares	Sole	2026-08-27
2021-12-31	$51,942,442	328,023	-9.9%	Shares	Sole	2026-08-27
2021-09-30	$59,597,564	364,088	-11.3%	Shares	Sole	2026-08-27
2021-06-30	$63,846,525	410,483	-3.1%	Shares	Sole	2026-08-26
2021-03-31	$64,502,743	423,719	-2.2%	Shares	Sole	2026-08-26
2020-12-31	$55,051,425	433,237	+9.2%	Shares	Sole	2026-08-26
2020-09-30	$38,202,053	396,822	+5.5%	Shares	Sole	2026-08-26
2020-06-30	$35,376,624	376,107	-4.1%	Shares	Sole	2026-08-27
2020-03-31	$35,322,460	392,341	—	Shares	Sole	2026-08-21
No filing history on record for this holder in this stock.