Northwest & Ethical Investments L.P.

Position in JPM — Jpmorgan Chase & Co

CIK 2033536 TORONTO, A6

Position in JPM

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

Position Value

$27,766,644

+$501,355 QoQ

Shares Held

94,393

+11.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Northwest & Ethical Investments L.P. holds $268,214,884 across 9 Banks - Diversified names. JPM ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	494,832	$80,053,920
2	TD	Toronto Dominion Bank	688,491	$64,243,095
3	BAC	Bank Of America Corp /De/	683,596	$33,325,305
4	JPM	Jpmorgan Chase & Co This page	94,393	$27,766,644
5	BMO	Bank Of Montreal /Can/	149,995	$20,300,323
6	BNS	Bank Of Nova Scotia	262,507	$18,194,360
7	CM	Canadian Imperial Bank Of Commerce /Can/	172,397	$16,334,615
8	C	Citigroup Inc	63,530	$7,204,937

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.