Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$517,069,453
+$58,792,883 QoQ
Shares Held
1,579,658
+1.4% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#147
of 5,077 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LORD, ABBETT & CO. LLC holds $1,303,199,743 across 10 Banks - Diversified names. JPM ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,579,658 | $517,069,453 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,645,937 | $264,725,490 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,010,310 | $248,772,018 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
1,423,465 | $205,847,273 | |
| 5 | C |
Citigroup Inc
|
180,000 | $25,192,800 | |
| 6 | TD |
Toronto Dominion Bank
|
135,205 | $16,417,943 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
187,524 | $11,157,678 | |
| 8 | UBS |
UBS Group AG
|
108,318 | $5,368,240 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,069,453 | 1,579,658 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $458,276,570 | 1,557,916 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $567,440,697 | 1,761,035 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $563,826,078 | 1,787,484 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $520,202,617 | 1,794,359 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $440,579,405 | 1,796,084 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $476,721,344 | 1,988,742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $444,001,576 | 2,105,670 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $490,283,700 | 2,424,027 | Shares | Other | 2024-10-07 | |
| 2024-03-31 | $367,484,601 | 1,834,671 | Shares | Other | 2024-10-07 | |
| 2023-12-31 | $383,653,405 | 2,255,458 | Shares | Other | 2024-10-07 | |
| 2023-09-30 | $341,595,625 | 2,355,507 | Shares | Other | 2024-10-07 | |
| 2023-06-30 | $344,000,505 | 2,365,240 | Shares | Other | 2024-10-07 | |
| 2023-03-31 | $353,167,203 | 2,710,208 | Shares | Other | 2024-10-07 | |
| 2022-12-31 | $368,078,216 | 2,744,804 | Shares | Other | 2024-10-07 | |
| 2022-09-30 | $161,247,575 | 1,543,039 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $90,892,260 | 807,142 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $187,323,037 | 1,374,142 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $304,735,390 | 1,924,442 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $323,572,897 | 1,976,742 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $324,587,404 | 2,086,842 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $525,714,278 | 3,453,421 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $391,176,481 | 3,078,433 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $256,232,424 | 2,661,602 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $245,101,736 | 2,605,802 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $234,248,156 | 2,601,890 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||