Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$618,563,029
+$48,864,828 QoQ
Shares Held
1,889,723
-2.4% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#130
of 5,073 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chevy Chase Trust Holdings, LLC holds $1,407,718,950 across 8 Banks - Diversified names. JPM ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,889,723 | $618,563,029 | |
| 2 | SAN |
Banco Santander, S.A.
|
14,003,466 | $193,247,830 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,206,471 | $182,704,717 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
6,274,113 | $124,792,107 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,485,960 | $122,799,734 | |
| 6 | C |
Citigroup Inc
|
830,979 | $116,303,820 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
336,313 | $48,634,222 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
28,562 | $673,491 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,563,029 | 1,889,723 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $569,698,201 | 1,936,695 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $647,296,479 | 2,008,865 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $650,664,587 | 2,062,786 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $619,971,085 | 2,138,495 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $532,811,959 | 2,172,083 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $524,115,127 | 2,186,455 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $473,256,081 | 2,244,409 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $464,175,373 | 2,294,944 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $469,198,943 | 2,342,481 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $402,904,982 | 2,368,636 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $346,500,055 | 2,389,326 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $350,345,761 | 2,408,868 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $319,732,134 | 2,453,627 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $325,781,868 | 2,429,395 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $273,029,030 | 2,612,718 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $291,123,988 | 2,585,241 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $355,410,367 | 2,607,177 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $433,104,984 | 2,735,112 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $449,591,772 | 2,746,605 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $438,355,581 | 2,818,282 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $438,928,564 | 2,883,325 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $361,678,196 | 2,846,291 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $273,562,949 | 2,841,622 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $270,872,200 | 2,879,781 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $246,622,059 | 2,739,332 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||