Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$49,592,131
+$5,366,058 QoQ
Shares Held
151,505
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#599
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BAILARD, INC. holds $86,171,066 across 12 Banks - Diversified names. JPM ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
151,505 | $49,592,131 | |
| 2 | BAC |
Bank Of America Corp /De/
|
196,263 | $11,183,065 | |
| 3 | C |
Citigroup Inc
|
63,802 | $8,929,727 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
36,714 | $5,309,211 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
28,258 | $2,335,241 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
112,061 | $2,228,893 | |
| 7 | UBS |
UBS Group AG
|
31,504 | $1,561,338 | |
| 8 | BNS |
Bank Of Nova Scotia
|
16,673 | $1,447,883 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,592,131 | 151,505 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $44,226,073 | 150,347 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $49,885,133 | 154,817 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $51,133,726 | 162,108 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $47,348,970 | 163,323 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $36,988,051 | 150,787 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $34,725,828 | 144,866 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $28,516,073 | 135,237 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $27,495,426 | 135,941 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $27,228,581 | 135,939 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $23,299,787 | 136,977 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $19,926,328 | 137,404 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $18,322,676 | 125,981 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $16,447,988 | 126,222 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $16,586,829 | 123,690 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $12,424,945 | 118,899 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $13,864,655 | 123,121 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $19,865,504 | 145,727 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $22,864,156 | 144,390 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $22,947,701 | 140,190 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $22,006,887 | 141,487 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,524,256 | 141,393 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,190,161 | 111,672 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $10,401,107 | 108,041 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $10,417,709 | 110,756 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $7,941,546 | 88,210 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||