FRED ALGER MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 3520 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$40,893,336

+$5,022,290 QoQ

Shares Held

124,930

+2.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#663

of 5,048 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

FRED ALGER MANAGEMENT, LLC holds $54,093,463 across 5 Banks - Diversified names. JPM ranks #1 (75.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	124,930	$40,893,336
2	BAC	Bank Of America Corp /De/	203,414	$11,590,529
3	HSBC	Hsbc Holdings PLC	6,653	$632,633
4	UBS	UBS Group AG	10,692	$529,895
5	ING	Ing Groep NV	14,247	$447,070

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,893,336	124,930	+2.4%	Shares	Sole	2026-08-14
2026-03-31	$35,871,046	121,944	-8.9%	Shares	Sole	2026-05-15
2025-12-31	$43,117,224	133,813	+0.5%	Shares	Sole	2026-02-17
2025-09-30	$42,018,430	133,210	-1.6%	Shares	Sole	2025-11-14
2025-06-30	$39,246,855	135,376	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$33,084,592	134,874	+17.7%	Shares	Sole	2025-05-16
2024-12-31	$27,478,676	114,633	+2.6%	Shares	Sole	2025-02-14
2024-09-30	$23,548,423	111,678	+3.6%	Shares	Sole	2024-11-14
2024-06-30	$21,808,482	107,824	-7.8%	Shares	Sole	2024-08-14
2024-03-31	$23,430,092	116,975	+14.1%	Shares	Sole	2024-05-15
2023-12-31	$17,432,528	102,484	-9.0%	Shares	Sole	2024-02-14
2023-09-30	$16,325,626	112,575	-87.8%	Shares	Sole	2023-11-14
2023-06-30	$134,455,062	924,471	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$119,662,630	918,292	+837.5%	Shares	Sole	2023-05-16
2022-12-31	$13,134,692	97,947	+6.0%	Shares	Sole	2023-02-14
2022-09-30	$9,651,724	92,361	+10.0%	Shares	Sole	2022-11-15
2022-06-30	$9,454,510	83,958	+56.2%	Shares	Sole	2022-08-15
2022-03-31	$7,326,382	53,744	-7.0%	Shares	Sole	2022-05-16
2021-12-31	$9,148,829	57,776	-1.0%	Shares	Sole	2022-02-14
2021-09-30	$9,554,094	58,367	-6.1%	Shares	Sole	2021-11-15
2021-06-30	$9,670,543	62,174	-85.1%	Shares	Sole	2021-08-16
2021-03-31	$63,530,145	417,330	+25.7%	Shares	Sole	2021-05-17
2020-12-31	$42,185,715	331,988	+162.9%	Shares	Sole	2021-02-16
2020-09-30	$12,156,783	126,278	+68.2%	Shares	Sole	2020-11-13
2020-06-30	$7,059,861	75,057	-60.5%	Shares	Sole	2020-08-14
2020-03-31	$17,107,590	190,021	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.