Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$169,384,437
+$28,923,037 QoQ
Shares Held
517,473
+8.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#13
of 862 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026QRG CAPITAL MANAGEMENT, INC. holds $489,501,506 across 17 Banks - Diversified names. JPM ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
517,473 | $169,384,437 | |
| 2 | C |
Citigroup Inc
|
402,611 | $56,349,435 | |
| 3 | BAC |
Bank Of America Corp /De/
|
970,332 | $55,289,517 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
583,082 | $48,185,896 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
242,279 | $35,035,966 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
264,385 | $25,140,369 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,474,326 | $20,345,698 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
817,288 | $16,255,858 |
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,384,437 | 517,473 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $140,461,400 | 477,500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $144,336,837 | 447,945 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $132,853,438 | 421,182 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $162,700,101 | 561,209 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $128,167,042 | 522,491 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $120,470,095 | 502,566 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $102,516,336 | 486,182 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $93,568,509 | 462,615 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $87,221,636 | 435,455 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $70,195,507 | 412,672 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $56,915,564 | 392,467 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||