Vanguard Personalized Indexing Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1767306 OAKLAND, CA

Position in JPM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$147,805,104

-$8,003,732 QoQ

Shares Held

502,465

+3.9% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 74.62410317136518.ToString("F0")% Shared 0.ToString("F0")% None 25.37589682863483.ToString("F0")%

Financial Services · as of Mar 31, 2026

Vanguard Personalized Indexing Management, LLC holds $344,015,209 across 19 Banks - Diversified names. JPM ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	502,465	$147,805,104
2	BAC	Bank Of America Corp /De/	939,695	$45,810,131
3	WFC	Wells Fargo & Company/Mn	395,478	$31,484,003
4	C	Citigroup Inc	256,379	$29,075,942
5	BNY	Bank of New York Mellon Corp	130,317	$15,459,505
6	HSBC	Hsbc Holdings PLC	129,488	$10,681,465
7	RY	Royal Bank Of Canada	52,171	$8,440,224
8	MUFG	Mitsubishi Ufj Financial Group Inc	469,765	$7,971,912

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$147,805,104	502,465	+3.9%	Shares	Sole	2026-05-14
2025-12-31	$155,808,836	483,548	+6.8%	Shares	Sole	2026-02-13
2025-09-30	$142,794,530	452,698	+2.3%	Shares	Sole	2025-10-31
2025-06-30	$128,330,400	442,656	+21.2%	Shares	Sole	2025-07-25
2025-03-31	$89,602,693	365,278	+5.1%	Shares	Sole	2025-05-14
2024-12-31	$83,289,396	347,459	+5.8%	Shares	Sole	2025-02-10
2024-09-30	$69,267,931	328,502	+12.7%	Shares	Sole	2024-11-12
2024-06-30	$58,955,351	291,483	+13.0%	Shares	Sole	2024-08-12
2024-03-31	$51,660,574	257,916	+10.1%	Shares	Sole	2024-05-09
2023-12-31	$39,854,259	234,299	+0.2%	Shares	Sole	2024-02-08
2023-09-30	$33,916,842	233,877	+7.1%	Shares	Sole	2023-11-08
2023-06-30	$31,771,658	218,452	+12.1%	Shares	Sole	2023-07-28
2023-03-31	$25,398,722	194,910	+17.6%	Shares	Sole	2023-05-10
2022-12-31	$22,222,649	165,717	+7.3%	Shares	Sole	2023-02-10
2022-09-30	$16,138,457	154,435	+22.7%	Shares	Sole	2022-11-14
2022-06-30	$14,178,387	125,907	+23.2%	Shares	Sole	2022-08-12
2022-03-31	$13,928,904	102,178	+37.9%	Shares	Sole	2022-05-16
2021-12-31	$11,731,359	74,085	+28.4%	Shares	Sole	2022-02-23
2021-09-30	$9,448,186	57,720	+50.4%	Shares	Sole	2021-11-09
2021-06-30	$5,970,558	38,386	+18.6%	Shares	Sole	2021-08-11
2021-03-31	$4,927,228	32,367	+59.7%	Shares	Sole	2021-04-28
2020-12-31	$2,575,454	20,268	+14.7%	Shares	Sole	2021-01-20
2020-09-30	$1,700,417	17,663	+14.5%	Shares	Sole	2020-10-26
2020-06-30	$1,451,533	15,432	+30.5%	Shares	Sole	2020-07-27
2020-03-31	$1,064,244	11,821	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.