Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$116,160,547
-$10,024,670 QoQ
Shares Held
394,889
+0.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 11.728359108508974.ToString("F0")%
Shared 0.ToString("F0")%
None 88.27164089149102.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $254,671,639 across 19 Banks - Diversified names. JPM ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
394,889 | $116,160,547 | |
| 2 | C |
Citigroup Inc
|
415,190 | $47,086,697 | |
| 3 | BAC |
Bank Of America Corp /De/
|
619,936 | $30,221,879 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
215,233 | $17,134,699 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
56,024 | $6,646,126 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
56,648 | $4,672,893 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
79,139 | $4,153,214 | |
| 8 | SAN |
Banco Santander, S.A.
|
335,227 | $3,781,360 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,160,547 | 394,889 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $126,185,217 | 391,612 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $126,016,177 | 399,506 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $100,533,249 | 346,774 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $79,236,069 | 323,017 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $72,391,700 | 301,997 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $59,111,437 | 280,335 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $54,659,955 | 270,246 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $50,772,244 | 253,481 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $41,271,362 | 242,630 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $33,760,365 | 232,798 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $33,295,142 | 228,927 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $28,530,462 | 218,943 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $28,675,809 | 213,839 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $21,308,072 | 203,905 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $19,308,786 | 171,466 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $24,165,854 | 177,273 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $28,805,606 | 181,911 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $29,174,467 | 178,230 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $26,599,983 | 171,017 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $23,448,291 | 154,032 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $18,352,211 | 144,426 | Shares | Other | 2021-02-03 | |
| 2020-09-30 | $12,643,330 | 131,332 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $12,222,626 | 129,945 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $13,152,842 | 146,094 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||