Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$108,594,345
+$5,303,592 QoQ
Shares Held
331,758
-5.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#384
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $274,639,192 across 9 Banks - Diversified names. JPM ranks #1 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
331,758 | $108,594,345 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,443,485 | $82,249,774 | |
| 3 | C |
Citigroup Inc
|
209,223 | $29,282,850 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
180,621 | $26,119,602 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
313,678 | $25,922,349 | |
| 6 | RY |
Royal Bank Of Canada
|
4,191 | $867,411 | |
| 7 | UBS |
UBS Group AG
|
16,524 | $818,929 | |
| 8 | TD |
Toronto Dominion Bank
|
4,455 | $540,970 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,594,345 | 331,758 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $103,290,753 | 351,138 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $115,715,001 | 359,118 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $120,479,119 | 381,952 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $88,477,922 | 305,191 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $75,255,096 | 306,788 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $78,016,974 | 325,464 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $66,948,260 | 317,501 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $60,851,538 | 300,858 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $35,988,301 | 179,672 | Shares | Defined | 2024-05-17 | |
| 2023-12-31 | $30,358,767 | 178,476 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $25,283,076 | 174,342 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $27,032,641 | 185,868 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $25,517,955 | 195,825 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $26,637,355 | 198,638 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $15,920,156 | 152,346 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $16,932,151 | 150,361 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $21,342,395 | 156,561 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $29,068,942 | 183,574 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $30,512,797 | 186,406 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $40,239,131 | 258,706 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $25,110,642 | 164,952 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $20,879,125 | 164,312 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,350,064 | 65,961 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,496,008 | 164,746 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $14,044,319 | 155,996 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||