Position in JPM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$382,002,058
+$72,730,793 QoQ
Shares Held
1,298,620
+35.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.46%
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")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026SEI INVESTMENTS CO holds $1,458,816,387 across 19 Banks - Diversified names. JPM ranks #1 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,298,620 | $382,002,058 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,081,517 | $247,723,953 | |
| 3 | C |
Citigroup Inc
|
2,160,350 | $245,005,292 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,643,920 | $210,482,470 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,366,331 | $162,087,846 | |
| 6 | BCS |
Barclays PLC
|
3,484,063 | $73,722,772 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
3,690,655 | $62,630,415 | |
| 8 | ING |
Ing Groep NV
|
644,227 | $16,782,113 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $382,002,058 | 1,298,620 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $309,271,265 | 959,814 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $284,187,603 | 900,953 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $247,574,442 | 853,970 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $204,837,272 | 835,048 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $190,009,965 | 792,666 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $169,423,478 | 803,488 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $156,262,636 | 772,583 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $152,217,984 | 759,950 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $125,852,227 | 739,872 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $104,447,174 | 720,226 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $104,409,630 | 717,888 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $92,953,250 | 713,324 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $57,711,409 | 430,361 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $68,595,157 | 656,413 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $71,760,496 | 637,248 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $52,665,050 | 386,334 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $67,061,540 | 423,502 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $88,400,947 | 540,051 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $100,911,861 | 648,784 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $110,720,074 | 727,321 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $100,268,774 | 789,083 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $74,547,250 | 774,356 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $76,318,025 | 811,376 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $77,909,889 | 865,377 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||