MML INVESTORS SERVICES, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 701059 SPRINGFIELD, MA

Back to JPM Full portfolio

Position in JPM

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$233,933,975

-$70,650,924 QoQ

Shares Held

795,261

-15.9% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

1.81%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.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, 2026

MML INVESTORS SERVICES, LLC holds $415,633,050 across 16 Banks - Diversified names. JPM ranks #1 (56.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	795,261	$233,933,975
2	WFC	Wells Fargo & Company/Mn	492,844	$39,235,310
3	BAC	Bank Of America Corp /De/	659,336	$32,142,630
4	C	Citigroup Inc	282,258	$32,010,879
5	BNY	Bank of New York Mellon Corp	229,952	$27,279,205
6	HSBC	Hsbc Holdings PLC	104,460	$8,616,905
7	SAN	Banco Santander, S.A.	759,810	$8,570,656
8	MUFG	Mitsubishi Ufj Financial Group Inc	374,165	$6,349,580

All Filings in JPM

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$233,933,975	795,261	-15.9%	Shares	Defined	2026-05-04
2025-12-31	$304,584,899	945,270	+5.1%	Shares	Defined	2026-02-13
2025-09-30	$283,669,037	899,309	-2.4%	Shares	Defined	2025-11-14
2025-06-30	$267,218,744	921,730	+2.8%	Shares	Defined	2025-08-14
2025-03-31	$220,028,458	896,977	+3.6%	Shares	Defined	2025-05-14
2024-12-31	$207,602,523	866,057	+3.8%	Shares	Defined	2025-02-13
2024-09-30	$175,997,672	834,666	+4.1%	Shares	Defined	2024-11-15
2024-06-30	$162,240,229	802,137	-3.4%	Shares	Defined	2024-08-14
2024-03-31	$166,276,641	830,138	+2.3%	Shares	Defined	2024-05-14
2023-12-31	$138,055,541	811,614	+12.9%	Shares	Defined	2024-02-14
2023-09-30	$104,271,265	719,013	+3.4%	Shares	Defined	2023-11-14
2023-06-30	$101,140,430	695,410	+12.7%	Shares	Defined	2023-08-14
2023-03-31	$80,380,681	616,842	-6.0%	Shares	Defined	2023-05-12
2022-12-31	$88,021,228	656,385	+5.0%	Shares	Defined	2023-02-13
2022-09-30	$65,320,442	625,076	+6.5%	Shares	Defined	2022-11-14
2022-06-30	$66,121,664	587,174	+4.4%	Shares	Defined	2022-08-12
2022-03-31	$76,670,184	562,428	+5.5%	Shares	Defined	2022-05-13
2021-12-31	$84,452,963	533,331	+9.3%	Shares	Defined	2022-02-14
2021-09-30	$79,879,901	487,995	+4.3%	Shares	Defined	2021-11-15
2021-06-30	$72,788,053	467,970	+9.1%	Shares	Defined	2021-08-13
2021-03-31	$65,318,391	429,077	+4.6%	Shares	Defined	2021-05-14
2020-12-31	$52,112,550	410,109	-1.4%	Shares	Defined	2021-02-12
2020-09-30	$40,057,658	416,097	+8.1%	Shares	Defined	2020-11-13
2020-06-30	$36,205,763	384,922	+15.4%	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.