Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$57,769,814
+$8,591,854 QoQ
Shares Held
176,488
+5.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#548
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $127,248,769 across 13 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
|
176,488 | $57,769,814 | |
| 2 | C |
Citigroup Inc
|
77,872 | $10,898,963 | |
| 3 | BAC |
Bank Of America Corp /De/
|
160,712 | $9,157,368 | |
| 4 | BCS |
Barclays PLC
|
337,776 | $9,072,662 | |
| 5 | ING |
Ing Groep NV
|
270,953 | $8,502,503 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
101,730 | $8,406,964 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
38,747 | $5,603,202 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
199,456 | $4,998,365 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,769,814 | 176,488 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $49,177,960 | 167,181 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $35,527,008 | 110,257 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,971,078 | 53,803 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $12,600,066 | 43,462 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $6,741,577 | 27,483 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $3,262,931 | 13,612 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $2,274,546 | 10,787 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,986,394 | 9,821 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,525,885 | 7,618 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $776,166 | 4,563 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $332,965 | 2,296 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $14,839,097 | 102,029 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $13,583,253 | 104,238 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $14,325,097 | 106,824 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $10,173,388 | 97,353 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,468,201 | 101,840 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,040,959 | 103,000 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $14,269,393 | 90,113 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $14,060,807 | 85,899 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,874,045 | 82,770 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $12,142,930 | 79,767 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $10,332,824 | 81,316 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,838,495 | 81,422 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $7,304,887 | 77,662 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,696,071 | 74,376 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||