Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$86,261,274
+$1,213,735 QoQ
Shares Held
263,530
-8.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#436
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Equitable Holdings, Inc. holds $124,722,556 across 10 Banks - Diversified names. JPM ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
263,530 | $86,261,274 | |
| 2 | BAC |
Bank Of America Corp /De/
|
232,720 | $13,260,385 | |
| 3 | C |
Citigroup Inc
|
50,133 | $7,016,614 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
78,933 | $6,523,023 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
26,432 | $3,822,331 | |
| 6 | TD |
Toronto Dominion Bank
|
29,443 | $3,575,263 | |
| 7 | RY |
Royal Bank Of Canada
|
10,692 | $2,212,923 | |
| 8 | ING |
Ing Groep NV
|
34,118 | $1,070,622 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,261,274 | 263,530 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $85,047,539 | 289,120 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $67,546,978 | 209,630 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $64,894,675 | 205,734 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $58,731,707 | 202,586 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $46,396,042 | 189,140 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $42,456,955 | 177,118 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $37,505,035 | 177,867 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $36,614,521 | 181,027 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $35,685,047 | 178,158 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $30,152,776 | 177,265 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $24,279,393 | 167,421 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $23,219,786 | 159,652 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $19,741,443 | 151,496 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $18,805,513 | 140,235 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,623,312 | 139,936 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,300,006 | 126,987 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $15,758,183 | 115,597 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $16,211,239 | 102,376 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $15,716,204 | 96,012 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,680,176 | 94,382 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $13,608,448 | 89,394 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,641,985 | 83,749 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $7,910,120 | 82,166 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,561,861 | 59,131 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,243,077 | 58,237 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||