Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$54,999,622
+$23,647,167 QoQ
Shares Held
168,025
+57.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#563
of 5,058 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 11%
Shared 89%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NFJ INVESTMENT GROUP, LLC holds $112,579,713 across 8 Banks - Diversified names. JPM ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
168,025 | $54,999,622 | |
| 2 | BAC |
Bank Of America Corp /De/
|
366,221 | $20,867,272 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
228,978 | $18,922,741 | |
| 4 | C |
Citigroup Inc
|
119,762 | $16,761,888 | |
| 5 | UBS |
UBS Group AG
|
20,596 | $1,020,736 | |
| 6 | BCS |
Barclays PLC
|
183 | $4,915 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
52 | $1,303 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
13 | $1,236 |
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,999,622 | 168,025 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $31,352,455 | 106,583 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $38,733,421 | 120,208 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $40,219,848 | 127,508 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $38,595,138 | 133,128 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $33,601,439 | 136,981 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $33,785,206 | 140,942 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $30,078,334 | 142,646 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,774,087 | 147,207 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,677,043 | 158,148 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,961,905 | 170,264 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $26,253,839 | 181,036 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $27,808,563 | 191,203 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $59,931,653 | 459,916 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $102,545,465 | 764,694 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $83,789,667 | 801,815 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $98,921,690 | 878,445 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $89,138,284 | 653,890 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $118,645,479 | 749,261 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $121,463,544 | 742,034 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $112,307,811 | 722,051 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $112,166,565 | 736,823 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||