Position in JPM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,487,752,730
-$99,621,884 QoQ
Shares Held
5,057,631
+2.7% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 30.102591509740428.ToString("F0")%
Shared 1.7288331236501833.ToString("F0")%
None 68.16857536660939.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,365,923,123 across 19 Banks - Diversified names. JPM ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
129,208,607 | $10,286,297,192 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,271,796 | $6,448,250,045 | |
| 3 | C |
Citigroup Inc
|
21,798,952 | $2,472,219,136 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
14,892,932 | $1,766,748,513 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
5,057,631 | $1,487,752,730 | |
| 6 | RY |
Royal Bank Of Canada
|
6,851,937 | $1,108,506,364 | |
| 7 | UBS |
UBS Group AG
|
27,434,247 | $1,071,856,022 | |
| 8 | BNS |
Bank Of Nova Scotia
|
10,841,415 | $751,418,467 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,487,752,730 | 5,057,631 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,587,374,614 | 4,926,369 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,530,327,564 | 4,851,560 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $1,392,492,515 | 4,803,189 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,121,076,920 | 4,570,228 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,062,576,895 | 4,432,760 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $938,490,410 | 4,450,775 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $835,545,156 | 4,131,045 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $792,506,975 | 3,956,600 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $716,404,550 | 4,211,667 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $682,501,531 | 4,706,258 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $671,182,615 | 4,614,842 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $528,553,251 | 4,056,122 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $476,763,176 | 3,555,281 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $347,179,304 | 3,322,290 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $371,677,861 | 3,300,576 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $379,293,900 | 2,782,379 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $424,464,613 | 2,680,547 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $445,401,139 | 2,721,004 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $415,897,778 | 2,673,896 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $424,337,315 | 2,787,475 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $379,222,366 | 2,984,358 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $260,637,734 | 2,707,362 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $259,762,018 | 2,761,663 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $254,689,823 | 2,828,944 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||