Position in JPM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,579,886,915
-$336,586,545 QoQ
Shares Held
18,968,884
+3.3% QoQ
Ownership
0.708%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85.98349802761196.ToString("F0")%
Shared 7.644883062176984.ToString("F0")%
None 6.371618910211059.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $13,911,041,836 across 18 Banks - Diversified names. JPM ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
18,968,884 | $5,579,886,915 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,135,112 | $1,517,836,709 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,474,225 | $1,470,733,050 | |
| 4 | C |
Citigroup Inc
|
7,923,659 | $898,622,163 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
9,972,221 | $822,608,508 | |
| 6 | TD |
Toronto Dominion Bank
|
7,565,982 | $705,981,778 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
5,324,030 | $631,589,676 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,688,644 | $499,221,077 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,579,886,915 | 18,968,884 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,916,473,460 | 18,361,596 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,896,355,382 | 18,693,071 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,589,558,148 | 19,280,322 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,930,229,015 | 20,098,773 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,103,988,977 | 21,292,349 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,607,898,486 | 21,852,881 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,590,687,734 | 22,696,963 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,337,770,708 | 21,656,369 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,629,713,548 | 21,338,704 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,993,677,151 | 20,643,202 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,840,585,438 | 19,530,978 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,589,643,069 | 19,872,942 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,869,536,165 | 21,398,480 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,203,336,310 | 21,084,558 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,255,101,731 | 20,025,768 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,639,241,763 | 19,360,635 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,926,816,778 | 18,483,213 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,174,275,497 | 19,391,994 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,028,450,746 | 19,470,559 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,098,964,682 | 20,357,122 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,583,970,483 | 20,335,016 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $1,982,610,084 | 20,594,267 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,946,244,747 | 20,691,524 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,886,725,218 | 20,956,628 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||