Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,239,926
+$125,648 QoQ
Shares Held
3,788
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#3,424
of 5,048 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Wellington Grp LLC holds $3,893,800 across 9 Banks - Diversified names. JPM ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
12,360 | $1,729,905 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
3,788 | $1,239,926 | |
| 3 | BAC |
Bank Of America Corp /De/
|
11,918 | $679,087 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,193 | $98,589 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,401 | $35,109 | |
| 6 | SAN |
Banco Santander, S.A.
|
2,128 | $29,366 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,425 | $28,343 | |
| 8 | TD |
Toronto Dominion Bank
|
226 | $27,443 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,239,926 | 3,788 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,114,278 | 3,788 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $887,071 | 2,753 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||