YOUSIF CAPITAL MANAGEMENT, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1858789
BLOOMFIELD HILLS, MI
Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$96,120,781
+$3,508,330 QoQ
Shares Held
293,651
-6.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#412
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $210,164,125 across 15 Banks - Diversified names. JPM ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
293,651 | $96,120,781 | |
| 2 | BAC |
Bank Of America Corp /De/
|
738,216 | $42,063,547 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
349,488 | $28,881,688 | |
| 4 | C |
Citigroup Inc
|
196,365 | $27,483,245 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
78,245 | $11,315,009 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
7,423 | $705,853 | |
| 7 | RY |
Royal Bank Of Canada
|
2,907 | $601,661 | |
| 8 | SAN |
Banco Santander, S.A.
|
43,491 | $600,175 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,120,781 | 293,651 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $92,612,451 | 314,837 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $107,225,471 | 332,771 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $111,018,742 | 351,960 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $108,693,347 | 374,921 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $93,700,184 | 381,982 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $93,386,461 | 389,581 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $86,346,537 | 409,497 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $84,747,951 | 419,005 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $86,239,365 | 430,551 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $74,011,530 | 435,106 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $65,985,550 | 455,010 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $69,132,140 | 475,331 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $61,894,643 | 474,980 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $67,024,923 | 499,813 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $50,532,438 | 483,564 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $55,320,338 | 491,256 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $68,969,877 | 505,941 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $79,193,843 | 500,119 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||