TIAA Wealth Investment Management LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2124867
New York, NY
Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$81,290,768
+$11,881,069 QoQ
Shares Held
248,345
+5.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#456
of 5,058 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TIAA Wealth Investment Management LLC holds $114,348,183 across 9 Banks - Diversified names. JPM ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
248,345 | $81,290,768 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
303,773 | $25,103,800 | |
| 3 | BAC |
Bank Of America Corp /De/
|
94,362 | $5,376,746 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
13,723 | $1,984,482 | |
| 5 | C |
Citigroup Inc
|
2,766 | $387,129 | |
| 6 | UBS |
UBS Group AG
|
2,616 | $129,648 | |
| 7 | RY |
Royal Bank Of Canada
|
212 | $43,877 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
143 | $25,268 |
All Filings in JPM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,290,768 | 248,345 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $69,409,699 | 235,959 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||