Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$311,245,658
+$77,311,683 QoQ
Shares Held
950,862
+19.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#196
of 5,072 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $577,176,682 across 17 Banks - Diversified names. JPM ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
950,862 | $311,245,658 | |
| 2 | BAC |
Bank Of America Corp /De/
|
895,638 | $51,033,453 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
591,357 | $48,869,742 | |
| 4 | C |
Citigroup Inc
|
336,131 | $47,044,894 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
301,979 | $43,669,183 | |
| 6 | SAN |
Banco Santander, S.A.
|
927,575 | $12,800,535 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
122,531 | $11,651,472 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
444,108 | $8,833,308 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,245,658 | 950,862 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $233,933,975 | 795,261 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $304,584,899 | 945,270 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $283,669,037 | 899,309 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $267,218,744 | 921,730 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $220,028,458 | 896,977 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $207,602,523 | 866,057 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $175,997,672 | 834,666 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $162,240,229 | 802,137 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $166,276,641 | 830,138 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $138,055,541 | 811,614 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $104,271,265 | 719,013 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $101,140,430 | 695,410 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $80,380,681 | 616,842 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $88,021,228 | 656,385 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $65,320,442 | 625,076 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $66,121,664 | 587,174 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $76,670,184 | 562,428 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $84,452,963 | 533,331 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $79,879,901 | 487,995 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $72,788,053 | 467,970 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $65,318,391 | 429,077 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $52,112,550 | 410,109 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $40,057,658 | 416,097 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $36,205,763 | 384,922 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $30,033,917 | 333,599 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||