Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$805,142,762
+$96,348,361 QoQ
Shares Held
2,459,728
+2.1% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#101
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $1,217,044,513 across 19 Banks - Diversified names. JPM ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,459,728 | $805,142,762 | |
| 2 | C |
Citigroup Inc
|
762,371 | $106,701,443 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,591,093 | $90,660,477 | |
| 4 | RY |
Royal Bank Of Canada
|
410,231 | $84,905,507 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
753,595 | $62,277,089 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
147,719 | $21,361,642 | |
| 7 | UBS |
UBS Group AG
|
151,317 | $7,499,269 | |
| 8 | ING |
Ing Groep NV
|
218,947 | $6,870,555 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,142,762 | 2,459,728 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $708,794,401 | 2,409,554 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $680,818,432 | 2,158,382 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $558,977,499 | 1,928,107 | Shares | Defined | 2025-08-08 | |
| 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. | ||||||