BTC Capital Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1611848 DES MOINES, IA

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$23,869,884

+$1,594,620 QoQ

Shares Held

72,923

-3.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.05%

of 13F equity value

Holder Rank

#226

of 2,091 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Financial Services · as of Jun 30, 2026

BTC Capital Management, Inc. holds $49,867,696 across 8 Banks - Diversified names. JPM ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	72,923	$23,869,884
2	WFC	Wells Fargo & Company/Mn	128,450	$10,615,107
3	UBS	UBS Group AG	74,765	$3,705,351
4	SMFG	Sumitomo Mitsui Financial Group, Inc.	127,667	$3,010,386
5	BCS	Barclays PLC	107,597	$2,890,054
6	MUFG	Mitsubishi Ufj Financial Group Inc	131,341	$2,612,371
7	ING	Ing Groep NV	82,065	$2,575,199
8	BAC	Bank Of America Corp /De/	10,343	$589,344

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,869,884	72,923	-3.7%	Shares	Defined	2026-07-16
2026-03-31	$22,275,264	75,725	-1.9%	Shares	Sole	2026-04-20
2025-12-31	$24,861,204	77,156	-1.6%	Shares	Defined	2026-01-15
2025-09-30	$24,734,757	78,416	+5.3%	Shares	Defined	2025-11-06
2025-06-30	$21,587,857	74,464	+0.2%	Shares	Defined	2025-07-11
2025-03-31	$18,236,091	74,342	+1.5%	Shares	Defined	2025-04-08
2024-12-31	$17,564,509	73,274	-6.7%	Shares	Defined	2025-01-23
2024-09-30	$16,562,419	78,547	-6.0%	Shares	Sole	2024-10-21
2024-06-30	$16,903,676	83,574	-18.3%	Shares	Defined	2024-07-19
2024-03-31	$20,480,272	102,248	+0.4%	Shares	Sole	2024-04-11
2023-09-30	$14,769,416	101,844	+4.0%	Shares	Defined	2023-10-17
2023-06-30	$14,244,537	97,941	-2.8%	Shares	Sole	2023-07-11
2023-03-31	$13,127,298	100,739	+1.0%	Shares	Defined	2023-04-07
2022-12-31	$13,369,500	99,698	+4.9%	Shares	Defined	2023-01-27
2022-09-30	$9,934,501	95,067	-1.0%	Shares	Defined	2022-10-17
2022-06-30	$10,814,725	96,037	+9.4%	Shares	Defined	2022-08-08
2022-03-31	$11,962,624	87,754	-8.1%	Shares	Defined	2022-05-06
2021-12-31	$15,113,556	95,444	+0.1%	Shares	Defined	2022-02-09
2021-09-30	$15,606,367	95,341	-2.2%	Shares	Defined	2021-11-15
2021-06-30	$15,167,481	97,515	-2.3%	Shares	Defined	2021-08-02
2021-03-31	$15,191,792	99,795	-5.2%	Shares	Defined	2021-05-04
2020-12-31	$13,372,972	105,241	+4.2%	Shares	Defined	2021-01-28
2020-09-30	$9,721,535	100,982	+2.3%	Shares	Defined	2020-10-14
2020-06-30	$9,282,781	98,690	-2.9%	Shares	Defined	2020-08-04
2020-03-31	$9,149,927	101,632	—	Shares	Defined	2020-05-06
No filing history on record for this holder in this stock.