Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$88,431,799
+$4,604,731 QoQ
Shares Held
270,161
-5.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#434
of 5,072 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026M&G PLC holds $798,529,186 across 6 Banks - Diversified names. JPM ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
3,881,118 | $320,735,591 | |
| 2 | UBS |
UBS Group AG
|
5,307,939 | $263,061,456 | |
| 3 | JPM |
Jpmorgan Chase & Co
This page
|
270,161 | $88,431,799 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
479,257 | $69,305,354 | |
| 5 | C |
Citigroup Inc
|
343,138 | $48,025,594 | |
| 6 | BAC |
Bank Of America Corp /De/
|
157,413 | $8,969,392 |
All Filings in JPM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,431,799 | 270,161 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $83,827,068 | 284,971 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $99,018,850 | 307,302 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $105,615,426 | 334,830 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $104,560,679 | 360,666 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $89,819,783 | 366,163 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $93,223,697 | 388,902 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $83,943,787 | 398,102 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $78,258,641 | 386,921 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $92,228,335 | 460,451 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||