Northwest & Ethical Investments L.P.

Position in JPM — Jpmorgan Chase & Co

CIK 2033536 TORONTO, A6

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$32,565,407

+$4,798,763 QoQ

Shares Held

99,488

+5.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#761

of 5,072 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Northwest & Ethical Investments L.P. holds $325,562,537 across 9 Banks - Diversified names. JPM ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	464,627	$96,163,850
2	TD	Toronto Dominion Bank	620,742	$75,376,701
3	BAC	Bank Of America Corp /De/	598,398	$34,096,718
4	JPM	Jpmorgan Chase & Co This page	99,488	$32,565,407
5	BMO	Bank Of Montreal /Can/	163,965	$28,972,615
6	BNS	Bank Of Nova Scotia	326,993	$28,396,072
7	CM	Canadian Imperial Bank Of Commerce /Can/	210,159	$24,168,285
8	C	Citigroup Inc	35,910	$5,025,963

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,565,407	99,488	+5.4%	Shares	Sole	2026-08-13
2026-03-31	$27,766,644	94,393	+11.6%	Shares	Sole	2026-05-14
2025-12-31	$27,265,289	84,617	-9.0%	Shares	Sole	2026-02-17
2025-09-30	$29,317,641	92,945	0.0%	Shares	Sole	2025-11-12
2025-06-30	$26,945,684	92,945	-9.9%	Shares	Sole	2025-08-13
2025-03-31	$25,314,714	103,199	+10.4%	Shares	Sole	2025-05-13
2024-12-31	$22,398,742	93,441	+28.7%	Shares	Sole	2025-02-11
2024-09-30	$15,304,007	72,579	-10.3%	Shares	Sole	2024-11-14
2024-06-30	$16,372,744	80,949	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$16,304,820	81,402	-30.5%	Shares	Sole	2025-07-09
2023-12-31	$19,909,524	117,046	-9.3%	Shares	Sole	2025-07-09
2023-09-30	$18,717,876	129,071	-3.3%	Shares	Sole	2025-07-09
2023-06-30	$19,405,041	133,423	-2.0%	Shares	Sole	2025-07-09
2023-03-31	$17,747,700	136,196	-0.3%	Shares	Sole	2025-07-09
2022-12-31	$18,322,083	136,630	+28.1%	Shares	Sole	2025-07-09
2022-09-30	$11,144,193	106,643	+0.3%	Shares	Sole	2025-07-09
2022-06-30	$11,969,429	106,291	+8.3%	Shares	Sole	2025-07-09
2022-03-31	$13,382,125	98,167	-8.7%	Shares	Sole	2025-07-09
2021-12-31	$17,027,058	107,528	-8.7%	Shares	Sole	2025-07-09
2021-09-30	$19,270,732	117,727	-2.0%	Shares	Sole	2025-07-09
2021-06-30	$18,680,509	120,101	-17.2%	Shares	Sole	2025-07-09
2021-03-31	$22,086,289	145,085	+7.1%	Shares	Sole	2025-07-09
2020-12-31	$17,212,012	135,453	+18.8%	Shares	Sole	2025-07-08
2020-09-30	$10,974,202	113,994	+3.6%	Shares	Sole	2025-07-08
2020-06-30	$10,352,713	110,065	+52.5%	Shares	Sole	2025-07-08
2020-03-31	$6,497,465	72,170	—	Shares	Sole	2025-07-08
No filing history on record for this holder in this stock.