Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,340,162
+$3,495,440 QoQ
Shares Held
117,130
-1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Dodge & Cox holds $6,795,005,946 across 5 Banks - Diversified names. JPM ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
31,328,076 | $2,588,952,200 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
16,608,370 | $2,401,736,385 | |
| 3 | UBS |
UBS Group AG
|
33,630,342 | $1,666,719,749 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,741,970 | $99,257,450 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
117,130 | $38,340,162 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,340,162 | 117,130 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $34,844,722 | 118,455 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,085,779 | 124,405 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $61,400,026 | 194,655 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $77,603,978 | 267,683 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $67,953,741 | 277,023 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $70,302,148 | 293,280 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $64,011,824 | 303,575 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $62,278,887 | 307,915 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $64,209,169 | 320,565 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $55,373,503 | 325,535 | Shares | Sole | 2024-02-22 | |
| 2023-09-30 | $47,930,560 | 330,510 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $50,378,234 | 346,385 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $47,276,468 | 362,800 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $55,517,400 | 414,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $47,271,620 | 452,360 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $52,297,210 | 464,410 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $66,182,814 | 485,496 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $83,107,780 | 524,836 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $90,756,447 | 554,441 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $95,132,774 | 611,629 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $182,689,244 | 1,200,087 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,544,466,469 | 12,154,454 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,216,390,896 | 12,635,202 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,192,588,244 | 12,679,016 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,216,811,718 | 13,515,625 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||