Position in JPM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$708,794,401
-$40,621,973 QoQ
Shares Held
2,409,554
+3.6% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89.81334305020764.ToString("F0")%
Shared 0.ToString("F0")%
None 10.186656949792368.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Rockefeller Capital Management L.P. holds $1,067,424,598 across 19 Banks - Diversified names. JPM ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,409,554 | $708,794,401 | |
| 2 | C |
Citigroup Inc
|
825,709 | $93,643,656 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,854,660 | $90,414,671 | |
| 4 | RY |
Royal Bank Of Canada
|
404,033 | $65,364,456 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
765,272 | $60,923,301 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
134,802 | $15,991,560 | |
| 7 | ING |
Ing Groep NV
|
221,380 | $5,766,946 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
55,786 | $4,601,786 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $708,794,401 | 2,409,554 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $749,416,374 | 2,325,791 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $680,818,432 | 2,158,382 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $625,621,720 | 2,157,986 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $475,308,978 | 1,937,664 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $452,662,608 | 1,888,376 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $362,306,187 | 1,718,231 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $367,744,478 | 1,818,177 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $367,264,670 | 1,833,573 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $303,801,660 | 1,786,018 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $266,242,651 | 1,835,903 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $253,907,404 | 1,745,788 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $209,587,605 | 1,608,377 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $230,165,484 | 1,716,372 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $141,821,966 | 1,357,148 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $131,724,194 | 1,169,738 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $154,901,504 | 1,136,308 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $164,108,239 | 1,036,364 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $158,297,394 | 967,056 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $134,203,021 | 862,820 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $108,011,142 | 709,526 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $83,602,782 | 657,927 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $58,776,298 | 610,536 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $65,171,256 | 692,869 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $57,598,672 | 639,772 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||