Rakuten Investment Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 2062680 TOKYO, M0

Position in JPM

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$143,507,691

+$25,418,924 QoQ

Shares Held

438,419

+9.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#329

of 5,058 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rakuten Investment Management, Inc. holds $240,174,027 across 4 Banks - Diversified names. JPM ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	438,419	$143,507,691
2	WFC	Wells Fargo & Company/Mn	500,764	$41,383,136
3	C	Citigroup Inc	278,967	$39,044,221
4	BNY	Bank of New York Mellon Corp	112,295	$16,238,979

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,507,691	438,419	+9.2%	Shares	Sole	2026-08-18
2026-03-31	$118,088,767	401,444	+11.7%	Shares	Sole	2026-05-12
2025-12-31	$115,766,234	359,277	+898.5%	Shares	Sole	2026-02-17
2025-09-30	$827,609	35,983	-85.9%	Shares	Sole	2025-10-30
2025-03-31	$62,820,594	256,097	+58.4%	Shares	Sole	2025-05-15
2024-09-30	$34,096,062	161,700	+32.2%	Shares	Sole	2025-05-15
2024-06-30	$24,731,543	122,276	+57.3%	Shares	Sole	2025-05-15
2024-03-31	$15,571,322	77,740	+985.8%	Shares	Sole	2025-05-15
2023-12-31	$1,217,916	7,160	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.