Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$450,612,952
+$55,779,340 QoQ
Shares Held
1,376,632
+2.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#158
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $1,053,019,516 across 7 Banks - Diversified names. JPM ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,376,632 | $450,612,952 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,694,318 | $210,502,239 | |
| 3 | C |
Citigroup Inc
|
987,957 | $138,274,461 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,407,308 | $116,299,933 | |
| 5 | TD |
Toronto Dominion Bank
|
531,022 | $64,482,001 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
293,820 | $42,489,310 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
263,988 | $30,358,620 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,612,952 | 1,376,632 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $394,833,612 | 1,342,241 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $446,402,942 | 1,385,398 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $420,455,888 | 1,332,961 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $396,366,399 | 1,367,205 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $370,124,583 | 1,508,865 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $364,835,263 | 1,521,986 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $341,401,316 | 1,619,090 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $335,962,961 | 1,661,045 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $349,201,416 | 1,743,392 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $301,731,544 | 1,773,848 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $272,933,150 | 1,882,038 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $280,136,055 | 1,926,128 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $248,339,975 | 1,905,763 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $251,113,378 | 1,872,583 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $189,404,578 | 1,812,484 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $216,309,057 | 1,920,869 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $233,494,893 | 1,712,844 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $285,655,480 | 1,803,950 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $317,017,931 | 1,936,697 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $320,951,190 | 2,063,464 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $361,305,725 | 2,373,420 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $348,488,711 | 2,742,494 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $269,783,003 | 2,802,358 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $272,273,316 | 2,894,677 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $284,227,769 | 3,157,034 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||