Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,504,710
-$1,955,654 QoQ
Shares Held
76,505
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.70198026272793.ToString("F0")%
Shared 0.ToString("F0")%
None 0.2980197372720737.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Advisors Asset Management, Inc. holds $72,356,290 across 17 Banks - Diversified names. JPM ranks #1 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
76,505 | $22,504,710 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
102,153 | $12,118,410 | |
| 3 | C |
Citigroup Inc
|
75,903 | $8,608,159 | |
| 4 | BAC |
Bank Of America Corp /De/
|
102,514 | $4,997,557 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
62,354 | $4,964,001 | |
| 6 | SAN |
Banco Santander, S.A.
|
335,425 | $3,783,594 | |
| 7 | BCS |
Barclays PLC
|
151,871 | $3,213,590 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
34,119 | $2,814,476 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,504,710 | 76,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,460,364 | 75,912 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,527,379 | 71,418 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $20,130,770 | 69,438 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,637,648 | 75,979 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,586,633 | 77,538 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,197,843 | 76,818 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,897,231 | 78,598 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,012,983 | 79,945 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,082,990 | 106,308 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $23,088,924 | 159,212 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $29,047,276 | 199,720 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,604,604 | 250,208 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $37,742,579 | 281,451 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $31,880,024 | 305,072 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $32,918,830 | 292,326 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $40,206,902 | 294,945 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $51,942,442 | 328,023 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $59,597,564 | 364,088 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $63,846,525 | 410,483 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $64,502,743 | 423,719 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $55,051,425 | 433,237 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $38,202,053 | 396,822 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $35,376,624 | 376,107 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $35,322,460 | 392,341 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||