Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$584,533,475
+$61,458,752 QoQ
Shares Held
1,785,762
+0.4% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#132
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $903,140,538 across 17 Banks - Diversified names. JPM ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,785,762 | $584,533,475 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,948,232 | $111,010,259 | |
| 3 | C |
Citigroup Inc
|
676,796 | $94,724,368 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
291,651 | $24,102,038 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
240,037 | $22,825,118 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
148,584 | $21,486,732 | |
| 7 | RY |
Royal Bank Of Canada
|
75,613 | $15,649,622 | |
| 8 | BCS |
Barclays PLC
|
274,427 | $7,371,109 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,533,475 | 1,785,762 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $523,074,723 | 1,778,198 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $546,711,640 | 1,696,703 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $536,980,146 | 1,702,375 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $497,193,910 | 1,714,994 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $425,577,593 | 1,734,927 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $430,333,864 | 1,795,227 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $378,128,279 | 1,793,267 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $359,829,237 | 1,779,043 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $354,351,931 | 1,769,106 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $300,008,260 | 1,763,717 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $254,023,846 | 1,751,647 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $251,780,201 | 1,731,162 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $224,579,120 | 1,723,422 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $227,586,071 | 1,697,137 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $173,223,275 | 1,657,639 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $179,203,612 | 1,591,365 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $215,381,510 | 1,579,970 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $241,629,432 | 1,525,920 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $241,824,966 | 1,477,335 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $225,768,954 | 1,451,517 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $218,090,787 | 1,432,640 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $176,656,399 | 1,390,229 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $132,988,822 | 1,381,415 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $124,062,788 | 1,318,975 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $111,232,515 | 1,235,505 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||