Dodge & Cox

Position in JPM — Jpmorgan Chase & Co

CIK 200217 San Francisco, CA

Position in JPM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$34,844,722

-$5,241,057 QoQ

Shares Held

118,455

-4.8% 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

25 quarters on record

Voting authority Sole 96.6231902410198.ToString("F0")% Shared 0.ToString("F0")% None 3.3768097589802037.ToString("F0")%

Financial Services · as of Mar 31, 2026

Dodge & Cox holds $6,695,510,329 across 5 Banks - Diversified names. JPM ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	23,401,794	$2,776,154,822
2	WFC	Wells Fargo & Company/Mn	31,168,331	$2,481,310,830
3	UBS	UBS Group AG	33,644,642	$1,314,496,162
4	BAC	Bank Of America Corp /De/	1,819,565	$88,703,793
5	JPM	Jpmorgan Chase & Co This page	118,455	$34,844,722

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,844,722	118,455	-4.8%	Shares	Sole	2026-05-14
2025-12-31	$40,085,779	124,405	-36.1%	Shares	Sole	2026-02-13
2025-09-30	$61,400,026	194,655	-27.3%	Shares	Sole	2025-11-13
2025-06-30	$77,603,978	267,683	-3.4%	Shares	Sole	2025-08-13
2025-03-31	$67,953,741	277,023	-5.5%	Shares	Sole	2025-05-14
2024-12-31	$70,302,148	293,280	-3.4%	Shares	Sole	2025-02-13
2024-09-30	$64,011,824	303,575	-1.4%	Shares	Sole	2024-11-13
2024-06-30	$62,278,887	307,915	-3.9%	Shares	Sole	2024-08-13
2024-03-31	$64,209,169	320,565	-1.5%	Shares	Sole	2024-05-14
2023-12-31	$55,373,503	325,535	-1.5%	Shares	Sole	2024-02-22
2023-09-30	$47,930,560	330,510	-4.6%	Shares	Sole	2023-11-14
2023-06-30	$50,378,234	346,385	-4.5%	Shares	Sole	2023-08-14
2023-03-31	$47,276,468	362,800	-12.4%	Shares	Sole	2023-05-12
2022-12-31	$55,517,400	414,000	-8.5%	Shares	Sole	2023-02-14
2022-09-30	$47,271,620	452,360	-2.6%	Shares	Sole	2022-11-10
2022-06-30	$52,297,210	464,410	-4.3%	Shares	Sole	2022-08-12
2022-03-31	$66,182,814	485,496	-7.5%	Shares	Sole	2022-05-13
2021-12-31	$83,107,780	524,836	-5.3%	Shares	Sole	2022-02-14
2021-09-30	$90,756,447	554,441	-9.4%	Shares	Sole	2021-11-15
2021-06-30	$95,132,774	611,629	-49.0%	Shares	Sole	2021-08-13
2021-03-31	$182,689,244	1,200,087	-90.1%	Shares	Sole	2021-05-14
2020-12-31	$1,544,466,469	12,154,454	-3.8%	Shares	Sole	2021-02-11
2020-09-30	$1,216,390,896	12,635,202	-0.3%	Shares	Sole	2020-11-13
2020-06-30	$1,192,588,244	12,679,016	-6.2%	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.