Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$167,813,580
+$12,447,094 QoQ
Shares Held
512,674
-2.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#299
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Swiss Life Asset Management Ltd holds $488,465,031 across 11 Banks - Diversified names. JPM ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
512,674 | $167,813,580 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,057,651 | $60,264,953 | |
| 3 | C |
Citigroup Inc
|
312,269 | $43,705,168 | |
| 4 | TD |
Toronto Dominion Bank
|
349,683 | $42,462,005 | |
| 5 | RY |
Royal Bank Of Canada
|
196,014 | $40,569,016 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
227,614 | $32,915,260 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
370,053 | $30,581,179 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
144,235 | $25,486,323 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,813,580 | 512,674 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $155,366,486 | 528,170 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $167,464,178 | 519,720 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $153,226,746 | 485,771 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $140,676,507 | 485,242 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $110,018,275 | 448,505 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $102,430,479 | 427,310 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $69,437,884 | 329,308 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $78,260,057 | 386,928 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $71,869,241 | 358,808 | Shares | Defined | 2025-12-09 | |
| 2023-12-31 | $91,492,026 | 537,872 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $54,429,195 | 375,322 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $44,424,647 | 305,450 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $45,520,279 | 349,323 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $48,233,891 | 359,686 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $37,285,181 | 356,796 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $43,714,525 | 388,194 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $49,979,137 | 366,631 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $60,044,577 | 379,189 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $66,883,733 | 408,600 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $69,367,106 | 445,976 | Shares | Defined | 2025-12-29 | |
| 2021-03-31 | $73,605,639 | 483,516 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $53,589,358 | 421,731 | Shares | Defined | 2025-12-29 | |
| 2020-09-30 | $60,914,072 | 632,742 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $59,945,566 | 637,312 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $59,087,588 | 656,310 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||