Vident Advisory, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1744347 Alpharetta, GA

Position in JPM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$48,170,168

-$7,142,438 QoQ

Shares Held

163,755

-4.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 83.86125614485054.ToString("F0")% Shared 0.ToString("F0")% None 16.138743855149464.ToString("F0")%

Financial Services · as of Mar 31, 2026

Vident Advisory, LLC holds $185,619,405 across 18 Banks - Diversified names. JPM ranks #1 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	163,755	$48,170,168
2	BAC	Bank Of America Corp /De/	982,302	$47,887,221
3	C	Citigroup Inc	210,172	$23,835,604
4	WFC	Wells Fargo & Company/Mn	153,001	$12,180,407
5	HSBC	Hsbc Holdings PLC	116,003	$9,569,086
6	MUFG	Mitsubishi Ufj Financial Group Inc	474,451	$8,051,432
7	SAN	Banco Santander, S.A.	640,444	$7,224,207
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	293,843	$6,364,637

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$48,170,168	163,755	-4.6%	Shares	Defined	2026-05-15
2025-12-31	$55,312,606	171,661	+20.2%	Shares	Sole	2026-02-18
2025-09-30	$45,059,173	142,850	+2.7%	Shares	Defined	2025-11-14
2025-06-30	$40,323,001	139,088	+7.4%	Shares	Defined	2025-08-14
2025-03-31	$31,755,065	129,454	+17.6%	Shares	Defined	2025-05-15
2024-12-31	$26,393,029	110,104	+1.5%	Shares	Defined	2025-02-14
2024-09-30	$22,875,568	108,487	+6.2%	Shares	Sole	2024-11-14
2024-06-30	$20,665,510	102,173	-17.7%	Shares	Defined	2024-08-14
2024-03-31	$24,874,254	124,185	+347.2%	Shares	Defined	2024-05-14
2023-12-31	$4,723,506	27,769	+8.9%	Shares	Defined	2024-02-14
2023-09-30	$3,697,719	25,498	—	Shares	Defined	2024-02-21
No filing history on record for this holder in this stock.