Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,911,648,177
+$491,722,394 QoQ
Shares Held
15,005,188
-0.1% QoQ
Ownership
0.564%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#24
of 5,072 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$386,664
PutShares
1,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $16,554,909,867 across 19 Banks - Diversified names. JPM ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
36,014,050 | $5,040,526,432 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
15,005,188 | $4,911,648,177 | |
| 3 | BAC |
Bank Of America Corp /De/
|
72,246,144 | $4,116,585,277 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,911,512 | $984,367,345 | |
| 5 | RY |
Royal Bank Of Canada
|
1,994,581 | $412,818,427 | |
| 6 | UBS |
UBS Group AG
|
5,826,152 | $288,744,089 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,731,691 | $250,419,830 | |
| 8 | BNS |
Bank Of Nova Scotia
|
1,970,950 | $171,157,295 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,911,648,177 | 15,005,188 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,419,925,783 | 15,025,584 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $386,664 | 1,200 | Put | Defined | 2026-02-11 | |
| 2025-12-31 | $4,002,143,170 | 12,420,530 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,973,559,707 | 12,597,279 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,773,398,973 | 13,015,760 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,250,739,386 | 13,252,097 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,280,380,045 | 13,684,786 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,178,333,471 | 15,073,193 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $2,843,149,396 | 14,056,904 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,934,390,787 | 14,649,979 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,147,769,005 | 12,626,508 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,016,202,757 | 13,902,929 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,071,299,752 | 14,241,610 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,842,789,414 | 14,141,581 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,015,238,569 | 15,027,879 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,229,274,983 | 11,763,397 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,222,814,190 | 19,739,048 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,222,496,660 | 16,303,526 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,646,015,033 | 16,709,915 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,539,857,412 | 15,516,265 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,129,123,281 | 13,688,590 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,140,006,644 | 20,626,727 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,444,673,405 | 27,108,471 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,563,967,953 | 26,633,094 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,814,618,778 | 19,292,141 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,609,677,515 | 17,879,346 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||