Wesleyan Assurance Society

Insurance

Position in JPM — Jpmorgan Chase & Co

CIK 1773368 BIRMINGHAM, X0

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$47,752,209

+$4,921,337 QoQ

Shares Held

145,884

+0.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.52%

of 13F equity value

Holder Rank

#615

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wesleyan Assurance Society holds $126,439,516 across 4 Banks - Diversified names. JPM ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	145,884	$47,752,209
2	C	Citigroup Inc	306,034	$42,832,518
3	BAC	Bank Of America Corp /De/	511,050	$29,119,629
4	WFC	Wells Fargo & Company/Mn	81,500	$6,735,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,752,209	145,884	+0.2%	Shares	Sole	2026-07-28
2026-03-31	$42,830,872	145,604	0.0%	Shares	Sole	2026-04-29
2025-12-31	$46,916,520	145,604	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$45,833,240	145,304	-0.9%	Shares	Sole	2025-11-13
2025-06-30	$42,494,717	146,579	0.0%	Shares	Sole	2025-08-01
2025-03-31	$35,955,828	146,579	+1.3%	Shares	Sole	2025-05-06
2024-12-31	$34,696,584	144,744	-0.4%	Shares	Sole	2025-02-14
2024-09-30	$30,628,891	145,257	0.0%	Shares	Sole	2024-11-13
2024-06-30	$29,379,680	145,257	0.0%	Shares	Sole	2024-07-25
2024-03-31	$29,094,977	145,257	-3.3%	Shares	Sole	2024-04-24
2023-12-31	$25,550,210	150,207	0.0%	Shares	Sole	2024-02-09
2023-09-30	$21,783,019	150,207	0.0%	Shares	Sole	2023-11-09
2023-06-30	$21,846,106	150,207	0.0%	Shares	Sole	2023-07-28
2023-03-31	$19,573,474	150,207	0.0%	Shares	Sole	2023-05-05
2022-12-31	$20,142,758	150,207	0.0%	Shares	Sole	2023-02-08
2022-09-30	$15,696,631	150,207	0.0%	Shares	Sole	2022-11-09
2022-06-30	$16,914,810	150,207	+1.7%	Shares	Sole	2022-08-09
2022-03-31	$20,135,418	147,707	-1.7%	Shares	Sole	2022-05-11
2021-12-31	$23,785,278	150,207	0.0%	Shares	Sole	2022-02-01
2021-09-30	$24,587,383	150,207	0.0%	Shares	Sole	2021-10-21
2021-06-30	$23,363,196	150,207	0.0%	Shares	Sole	2021-07-30
2021-03-31	$22,866,011	150,207	-2.0%	Shares	Sole	2021-04-28
2020-12-31	$19,468,013	153,207	0.0%	Shares	Sole	2021-01-28
2020-09-30	$14,749,237	153,207	0.0%	Shares	Sole	2020-11-03
2020-06-30	$14,410,650	153,207	0.0%	Shares	Sole	2020-07-24
2020-03-31	$13,793,226	153,207	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.