Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$401,682,353
+$42,805,683 QoQ
Shares Held
1,227,148
+0.6% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#172
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BROWN ADVISORY INC holds $759,748,382 across 14 Banks - Diversified names. JPM ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,227,148 | $401,682,353 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,670,790 | $209,161,612 | |
| 3 | C |
Citigroup Inc
|
480,378 | $67,233,704 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
299,211 | $24,726,796 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
159,699 | $23,094,071 | |
| 6 | RY |
Royal Bank Of Canada
|
74,069 | $15,330,060 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
81,418 | $14,386,560 | |
| 8 | BCS |
Barclays PLC
|
37,041 | $994,920 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,682,353 | 1,227,148 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $358,876,670 | 1,220,005 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $394,007,715 | 1,222,791 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $383,511,779 | 1,215,838 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $358,069,579 | 1,235,106 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $306,297,033 | 1,248,663 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $302,802,628 | 1,263,204 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $265,955,397 | 1,261,289 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $255,173,439 | 1,261,611 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $251,445,802 | 1,255,346 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $226,575,240 | 1,332,012 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $193,595,753 | 1,334,959 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $193,519,700 | 1,330,581 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $176,680,552 | 1,355,848 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $181,957,070 | 1,356,876 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $141,417,551 | 1,353,278 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $156,537,020 | 1,390,081 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $324,879,049 | 2,383,209 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $377,750,257 | 2,385,540 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $390,701,510 | 2,386,838 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $368,546,740 | 2,369,466 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $359,928,196 | 2,364,371 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $306,269,831 | 2,410,245 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $226,411,057 | 2,351,834 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $220,732,199 | 2,346,717 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $251,727,749 | 2,796,043 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||