Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$145,595,402
+$16,610,361 QoQ
Shares Held
444,797
+1.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#325
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Advisors Capital Management, LLC holds $377,766,774 across 12 Banks - Diversified names. JPM ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
444,797 | $145,595,402 | |
| 2 | C |
Citigroup Inc
|
852,020 | $119,248,719 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
630,111 | $52,072,373 | |
| 4 | TD |
Toronto Dominion Bank
|
415,292 | $50,428,907 | |
| 5 | BAC |
Bank Of America Corp /De/
|
101,497 | $5,783,299 | |
| 6 | UBS |
UBS Group AG
|
34,052 | $1,687,617 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
11,016 | $1,593,023 | |
| 8 | BCS |
Barclays PLC
|
16,191 | $434,890 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,595,402 | 444,797 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $128,985,041 | 438,486 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $138,832,031 | 430,861 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $134,525,532 | 426,483 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $122,627,001 | 422,983 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $109,077,796 | 444,671 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $105,957,573 | 442,024 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $93,124,421 | 441,641 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $89,046,380 | 440,257 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $87,279,523 | 435,744 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $68,098,004 | 400,341 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $55,134,428 | 380,185 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $54,649,952 | 375,756 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $48,319,338 | 370,803 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $48,958,971 | 365,093 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $37,324,056 | 357,168 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $36,215,150 | 321,598 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $40,288,012 | 295,540 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $44,307,755 | 279,809 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $43,453,802 | 265,464 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $39,870,190 | 256,334 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $38,737,206 | 254,465 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $33,833,658 | 266,260 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $24,175,033 | 251,117 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $23,538,232 | 250,247 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $20,810,794 | 231,154 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||