Ethic Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1780570 NEW YORK, NY

Position in JPM

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$24,622,662

+$231,575 QoQ

Shares Held

83,705

+10.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 90.07693778075122.ToString("F0")% Shared 0.ToString("F0")% None 9.92306221924878.ToString("F0")%

Financial Services · as of Mar 31, 2026

Ethic Inc. holds $147,889,673 across 17 Banks - Diversified names. JPM ranks #1 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	83,705	$24,622,662
2	BNY	Bank of New York Mellon Corp	202,881	$24,067,773
3	BAC	Bank Of America Corp /De/	468,172	$22,823,385
4	C	Citigroup Inc	127,928	$14,508,314
5	HSBC	Hsbc Holdings PLC	158,702	$13,091,327
6	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	507,076	$10,983,266
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	401,745	$7,934,463
8	WFC	Wells Fargo & Company/Mn	71,884	$5,722,685

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,622,662	83,705	+10.6%	Shares	Sole	2026-04-27
2025-12-31	$24,391,087	75,697	+11.8%	Shares	Sole	2026-02-03
2025-09-30	$21,355,241	67,702	+5.8%	Shares	Sole	2025-10-17
2025-06-30	$18,551,340	63,990	+0.7%	Shares	Sole	2025-07-30
2025-03-31	$15,580,229	63,515	+14.8%	Shares	Sole	2025-05-13
2024-12-31	$13,267,708	55,349	+65.3%	Shares	Sole	2025-02-14
2024-09-30	$7,058,538	33,475	-17.8%	Shares	Sole	2024-11-13
2024-06-30	$8,240,274	40,741	+21.7%	Shares	Sole	2024-08-13
2024-03-31	$6,705,042	33,475	+4.0%	Shares	Sole	2024-05-13
2023-12-31	$5,475,859	32,192	+19.3%	Shares	Sole	2024-02-14
2023-09-30	$3,913,219	26,984	+39.3%	Shares	Sole	2023-11-14
2023-06-30	$2,818,190	19,377	+15.6%	Shares	Sole	2023-08-14
2023-03-31	$2,183,474	16,756	-6.1%	Shares	Sole	2023-05-12
2022-12-31	$2,391,941	17,837	+7.0%	Shares	Sole	2023-02-14
2022-09-30	$1,742,537	16,675	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$1,876,645	16,665	+1.3%	Shares	Sole	2022-08-10
2022-03-31	$2,243,418	16,457	-4.1%	Shares	Sole	2022-05-16
2021-12-31	$2,718,552	17,168	+6.9%	Shares	Sole	2022-02-14
2021-09-30	$2,629,188	16,062	+5.9%	Shares	Sole	2021-11-15
2021-06-30	$2,358,453	15,163	-57.3%	Shares	Sole	2021-08-10
2021-03-31	$5,407,666	35,523	+8.2%	Shares	Sole	2021-05-13
2020-12-31	$4,172,343	32,835	+39.4%	Shares	Sole	2021-02-10
2020-09-30	$2,268,121	23,560	+19.4%	Shares	Sole	2020-10-27
2020-06-30	$1,855,333	19,725	+27.9%	Shares	Sole	2020-08-12
2020-03-31	$1,388,262	15,420	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.