Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$162,355,025
+$18,071,310 QoQ
Shares Held
495,998
+1.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#307
of 5,048 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026XPONANCE LLC holds $357,259,071 across 14 Banks - Diversified names. JPM ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
495,998 | $162,355,025 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,340,036 | $76,355,251 | |
| 3 | C |
Citigroup Inc
|
338,969 | $47,442,101 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
562,844 | $46,513,428 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
136,831 | $19,787,130 | |
| 6 | SAN |
Banco Santander, S.A.
|
64,375 | $888,375 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
9,158 | $870,834 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
35,644 | $708,959 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,355,025 | 495,998 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $144,283,715 | 490,494 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $134,695,693 | 418,024 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $126,110,491 | 399,805 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $123,801,137 | 427,033 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $102,176,035 | 416,535 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $99,997,183 | 417,159 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $87,201,363 | 413,551 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $84,120,338 | 415,902 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $89,775,060 | 448,203 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $71,625,027 | 421,076 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $55,555,131 | 383,086 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $53,924,643 | 370,769 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $50,805,653 | 389,883 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $50,807,673 | 378,879 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $33,119,498 | 316,933 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $27,857,349 | 247,379 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $32,348,190 | 237,296 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $40,073,159 | 253,067 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $35,072,055 | 214,259 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $35,958,981 | 231,188 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $32,973,626 | 216,604 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $27,627,559 | 217,420 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,449,095 | 212,414 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $19,814,679 | 210,660 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||