Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$350,095,112
+$68,062,391 QoQ
Shares Held
1,190,152
+36.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73.06201224717515.ToString("F0")%
Shared 0.ToString("F0")%
None 26.93798775282485.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $926,293,230 across 19 Banks - Diversified names. JPM ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,190,152 | $350,095,112 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,048,200 | $148,599,750 | |
| 3 | C |
Citigroup Inc
|
895,539 | $101,563,077 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
831,645 | $98,658,046 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,088,041 | $86,618,944 | |
| 6 | UBS |
UBS Group AG
|
2,096,407 | $81,906,621 | |
| 7 | RY |
Royal Bank Of Canada
|
104,701 | $16,938,527 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
187,427 | $15,460,853 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,095,112 | 1,190,152 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $282,032,721 | 875,280 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $274,900,083 | 871,509 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $249,485,529 | 860,562 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $210,505,421 | 858,155 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $181,137,820 | 755,654 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $154,850,312 | 734,375 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $146,024,438 | 721,964 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $144,574,937 | 721,792 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $140,647,355 | 826,851 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $108,180,569 | 745,970 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $105,391,059 | 724,636 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $92,875,585 | 712,728 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $89,081,154 | 664,289 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $68,867,172 | 659,016 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $59,260,449 | 526,245 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $60,976,753 | 447,306 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $70,238,359 | 443,564 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $67,704,148 | 413,612 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $58,155,472 | 373,894 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $56,533,046 | 371,366 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $41,708,313 | 328,231 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $37,078,486 | 385,151 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $40,491,983 | 430,491 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $32,461,216 | 360,560 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||