Position in JPM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$458,276,570
-$109,164,127 QoQ
Shares Held
1,557,916
-11.5% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026LORD, ABBETT & CO. LLC holds $976,093,241 across 5 Banks - Diversified names. JPM ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,557,916 | $458,276,570 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
3,819,729 | $304,088,625 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,843,852 | $187,387,785 | |
| 4 | TD |
Toronto Dominion Bank
|
176,245 | $16,445,420 | |
| 5 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
188,545 | $9,894,841 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2024-12-13 | |
| 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. | ||||||