Position in JPM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$28,444,389
-$4,432,362 QoQ
Shares Held
96,697
-5.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $494,710,878 across 15 Banks - Diversified names. JPM ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
1,960,719 | $182,954,689 | |
| 2 | BNS |
Bank Of Nova Scotia
|
1,213,514 | $84,108,655 | |
| 3 | C |
Citigroup Inc
|
530,716 | $60,188,501 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,171,858 | $57,128,077 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
96,697 | $28,444,389 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
157,356 | $21,296,561 | |
| 7 | UBS |
UBS Group AG
|
533,634 | $20,849,080 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
605,595 | $13,117,187 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,444,389 | 96,697 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,876,751 | 102,032 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,430,610 | 137,687 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $57,671,216 | 198,928 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $58,788,352 | 239,659 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $50,413,170 | 210,309 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $72,214,911 | 342,478 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $77,309,233 | 382,227 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $79,178,389 | 395,299 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $83,712,333 | 492,136 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $78,725,557 | 542,860 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $76,572,705 | 526,490 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $52,624,781 | 403,843 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $41,831,556 | 311,943 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,080,188 | 67,753 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,976,527 | 61,953 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $975,096 | 7,153 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,139,941 | 13,514 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,032,047 | 12,414 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,965,247 | 12,635 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,847,461 | 25,274 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,292,801 | 57,392 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,631,313 | 58,495 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,495,409 | 47,793 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,054,394 | 22,819 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||