Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$439,330,542
+$89,235,430 QoQ
Shares Held
1,342,164
+12.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#162
of 5,072 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $1,123,719,055 across 19 Banks - Diversified names. JPM ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,342,164 | $439,330,542 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,018,292 | $228,962,278 | |
| 3 | C |
Citigroup Inc
|
915,968 | $128,198,881 | |
| 4 | UBS |
UBS Group AG
|
2,036,912 | $100,949,358 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,067,096 | $88,184,813 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
526,506 | $76,138,032 | |
| 7 | RY |
Royal Bank Of Canada
|
97,958 | $20,274,367 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
188,290 | $17,904,496 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,330,542 | 1,342,164 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||