Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$143,690,668
+$18,946,237 QoQ
Shares Held
438,978
+3.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
#327
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $195,701,864 across 11 Banks - Diversified names. JPM ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
438,978 | $143,690,668 | |
| 2 | BAC |
Bank Of America Corp /De/
|
479,328 | $27,312,109 | |
| 3 | C |
Citigroup Inc
|
82,265 | $11,513,809 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
81,205 | $6,710,781 | |
| 5 | RY |
Royal Bank Of Canada
|
9,539 | $1,974,286 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
15,235 | $1,752,025 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
10,888 | $1,574,513 | |
| 8 | UBS |
UBS Group AG
|
12,502 | $619,599 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,690,668 | 438,978 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $124,744,431 | 424,070 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $133,653,956 | 414,791 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $125,143,382 | 396,739 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $111,261,079 | 383,778 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $92,091,752 | 375,425 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $90,744,617 | 378,560 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $77,476,289 | 367,430 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $57,838,876 | 285,963 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $54,826,716 | 273,723 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $44,071,889 | 259,094 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $38,269,907 | 263,894 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $40,877,657 | 281,062 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $35,570,720 | 272,970 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $36,466,751 | 271,937 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $28,969,072 | 277,216 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $36,329,224 | 322,611 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $44,073,482 | 323,309 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $46,539,223 | 293,901 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $49,082,119 | 299,848 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $49,751,335 | 319,862 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $44,776,171 | 294,135 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $37,033,662 | 291,443 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $27,829,539 | 289,078 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $26,004,486 | 276,467 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $24,950,013 | 277,130 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||