Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,366,321,900
+$96,918,545 QoQ
Shares Held
4,174,142
-3.3% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#62
of 5,056 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, 2026Clearbridge Investments, LLC holds $3,435,601,536 across 15 Banks - Diversified names. JPM ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,174,142 | $1,366,321,900 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,003,595 | $683,964,843 | |
| 3 | RY |
Royal Bank Of Canada
|
1,262,862 | $261,374,548 | |
| 4 | TD |
Toronto Dominion Bank
|
1,746,571 | $212,086,115 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
1,153,825 | $203,880,877 | |
| 6 | UBS |
UBS Group AG
|
3,295,070 | $163,303,669 | |
| 7 | BNS |
Bank Of Nova Scotia
|
1,813,747 | $157,505,789 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
5,723,173 | $113,833,910 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,366,321,900 | 4,174,142 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,269,403,355 | 4,315,350 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,489,153,585 | 4,621,543 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,519,031,391 | 4,815,748 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,538,062,711 | 5,305,311 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,537,448,411 | 6,267,625 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,608,312,670 | 6,709,410 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,531,859,944 | 7,264,820 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,508,466,405 | 7,458,056 | Shares | Defined | 2024-08-27 | |
| 2024-03-31 | $1,513,682,522 | 7,557,077 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,312,702,183 | 7,717,238 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,134,319,176 | 7,821,812 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,152,888,045 | 7,926,898 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,073,456,771 | 8,237,716 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $990,823,194 | 7,388,689 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $643,956,797 | 6,162,266 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $681,644,320 | 6,053,142 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $853,715,996 | 6,262,588 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,052,510,328 | 6,646,734 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,088,104,885 | 6,647,351 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,028,588,508 | 6,613,016 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $906,014,503 | 5,951,616 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $770,439,641 | 6,063,112 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $575,259,555 | 5,975,481 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $577,605,999 | 6,140,825 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $603,915,027 | 6,707,931 | Shares | Defined | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||