Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,265,350,085
+$133,045,297 QoQ
Shares Held
3,865,671
+0.4% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#67
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $2,210,498,026 across 19 Banks - Diversified names. JPM ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,865,671 | $1,265,350,085 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,891,596 | $278,723,138 | |
| 3 | C |
Citigroup Inc
|
1,836,863 | $257,087,343 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,620,847 | $216,586,794 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
273,718 | $39,582,357 | |
| 6 | UBS |
UBS Group AG
|
580,682 | $28,778,598 | |
| 7 | ING |
Ing Groep NV
|
554,143 | $17,389,006 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
790,629 | $15,725,608 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,265,350,085 | 3,865,671 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,132,304,788 | 3,849,282 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,256,750,473 | 3,900,287 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,234,939,989 | 3,915,100 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,184,816,650 | 4,086,843 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,008,858,552 | 4,112,754 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $996,268,315 | 4,156,140 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $868,797,388 | 4,120,257 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $854,544,047 | 4,224,978 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $862,158,497 | 4,304,336 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $737,005,365 | 4,332,777 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $619,012,645 | 4,268,464 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $617,195,870 | 4,243,646 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $571,219,224 | 4,383,541 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $609,264,707 | 4,543,361 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $472,700,314 | 4,523,448 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $502,737,432 | 4,464,412 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $615,075,017 | 4,511,994 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $716,151,173 | 4,522,584 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $694,546,160 | 4,243,058 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $654,704,564 | 4,209,236 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $631,397,516 | 4,147,655 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $528,796,335 | 4,161,457 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $394,267,235 | 4,095,432 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $375,733,295 | 3,994,613 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $333,649,374 | 3,705,980 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||