Position in JPM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$415,355,390
-$88,965,954 QoQ
Shares Held
1,412,005
-9.8% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $697,751,323 across 19 Banks - Diversified names. JPM ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,412,005 | $415,355,390 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,624,172 | $127,928,385 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
674,967 | $53,734,122 | |
| 4 | C |
Citigroup Inc
|
350,956 | $39,801,919 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
162,439 | $19,270,138 | |
| 6 | RY |
Royal Bank Of Canada
|
82,351 | $13,322,744 | |
| 7 | TD |
Toronto Dominion Bank
|
85,682 | $7,994,987 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
35,745 | $4,837,728 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $415,355,390 | 1,412,005 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $504,321,344 | 1,565,146 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $510,197,931 | 1,617,468 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $510,982,899 | 1,762,557 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $456,259,471 | 1,860,006 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $423,337,688 | 1,766,041 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $370,724,563 | 1,758,155 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $370,372,444 | 1,831,170 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $360,606,699 | 1,800,333 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $307,292,454 | 1,806,540 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $263,942,490 | 1,820,042 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $256,712,217 | 1,765,073 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $228,152,481 | 1,750,844 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $225,171,333 | 1,679,130 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $171,722,655 | 1,643,279 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $179,080,304 | 1,590,270 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $214,369,470 | 1,572,546 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $234,845,401 | 1,483,078 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $235,198,303 | 1,436,852 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $217,729,091 | 1,399,827 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $209,466,957 | 1,375,990 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $171,605,239 | 1,350,478 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $132,667,954 | 1,378,082 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $125,976,345 | 1,339,319 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $108,851,131 | 1,209,054 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||