Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,380,693,021
+$265,571,429 QoQ
Shares Held
7,273,067
+1.1% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#41
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,864,006,307 across 19 Banks - Diversified names. JPM ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
7,273,067 | $2,380,693,021 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,354,354 | $525,123,814 | |
| 3 | BAC |
Bank Of America Corp /De/
|
9,107,517 | $518,946,318 | |
| 4 | C |
Citigroup Inc
|
2,782,648 | $389,459,414 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,239,139 | $323,801,890 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,822,539 | $95,920,300 | |
| 7 | SAN |
Banco Santander, S.A.
|
6,104,333 | $84,239,795 | |
| 8 | UBS |
UBS Group AG
|
1,686,431 | $83,579,520 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,380,693,021 | 7,273,067 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,115,121,592 | 7,190,378 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,184,186,958 | 6,778,558 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,232,847,589 | 7,078,742 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,110,686,565 | 7,280,489 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,736,160,300 | 7,077,702 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,697,952,944 | 7,083,363 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,479,456,596 | 7,016,298 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,473,808,953 | 7,286,705 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,427,964,338 | 7,129,128 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,098,118,652 | 6,455,724 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $887,870,738 | 6,122,402 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $743,330,168 | 5,110,906 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $634,557,315 | 4,869,598 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $634,184,513 | 4,729,191 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $460,365,554 | 4,405,412 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $458,323,938 | 4,070,011 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $540,728,820 | 3,966,614 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $598,480,499 | 3,779,479 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $580,706,807 | 3,547,601 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $524,229,371 | 3,370,383 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $494,264,017 | 3,246,824 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $369,897,593 | 2,910,975 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $267,847,881 | 2,782,257 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $238,435,703 | 2,534,932 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $201,242,078 | 2,235,278 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||