Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$72,387,064
+$2,807,930 QoQ
Shares Held
221,144
-6.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#491
of 5,056 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sterling Capital Management LLC holds $117,203,206 across 13 Banks - Diversified names. JPM ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
221,144 | $72,387,064 | |
| 2 | C |
Citigroup Inc
|
109,087 | $15,267,816 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
75,391 | $10,902,292 | |
| 4 | BAC |
Bank Of America Corp /De/
|
189,733 | $10,810,986 | |
| 5 | RY |
Royal Bank Of Canada
|
13,298 | $2,752,286 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
54,741 | $1,371,809 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
15,215 | $1,257,367 | |
| 8 | BCS |
Barclays PLC
|
46,032 | $1,236,419 |
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,387,064 | 221,144 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $69,579,134 | 236,535 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $26,466,184 | 82,137 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,163,144 | 67,093 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,500,796 | 67,265 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,430,929 | 66,983 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,560,435 | 73,257 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,645,608 | 83,684 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||