WASATCH ADVISORS LP

Position in JPM — Jpmorgan Chase & Co

CIK 814133 SALT LAKE CITY, UT

Position in JPM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$6,713,538

+$632,075 QoQ

Shares Held

20,510

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,822

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WASATCH ADVISORS LP holds $19,156,164 across 4 Banks - Diversified names. JPM ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	20,510	$6,713,538
2	C	Citigroup Inc	45,570	$6,377,977
3	ING	Ing Groep NV	175,000	$5,491,500
4	TD	Toronto Dominion Bank	4,720	$573,149

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,713,538	20,510	-0.8%	Shares	Sole	2026-07-10
2026-03-31	$6,081,463	20,674	+5.1%	Shares	Sole	2026-04-21
2025-12-31	$6,339,356	19,674	-0.5%	Shares	Sole	2026-02-12
2025-09-30	$6,236,681	19,772	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$5,706,588	19,684	0.0%	Shares	Sole	2025-08-14
2025-03-31	$4,828,485	19,684	+2.6%	Shares	Sole	2025-05-15
2024-12-31	$4,598,596	19,184	-5.1%	Shares	Sole	2025-02-13
2024-09-30	$4,263,589	20,220	-8.2%	Shares	Sole	2024-11-14
2024-06-30	$4,455,787	22,030	-8.3%	Shares	Sole	2024-08-14
2024-03-31	$4,813,209	24,030	-13.0%	Shares	Sole	2024-04-18
2023-12-31	$4,699,863	27,630	-6.7%	Shares	Sole	2024-02-14
2023-09-30	$4,296,942	29,630	-7.9%	Shares	Sole	2023-11-14
2023-06-30	$4,677,204	32,159	-4.5%	Shares	Sole	2023-08-08
2023-03-31	$4,386,104	33,659	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$4,520,376	33,709	-5.6%	Shares	Sole	2023-02-14
2022-09-30	$3,731,590	35,709	+2.9%	Shares	Sole	2022-11-14
2022-06-30	$3,908,580	34,709	+1.5%	Shares	Sole	2022-08-12
2022-03-31	$4,663,370	34,209	+8.1%	Shares	Sole	2022-05-13
2021-12-31	$5,012,885	31,657	+1.6%	Shares	Sole	2022-02-15
2021-09-30	$5,100,089	31,157	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$4,852,536	31,198	+8.7%	Shares	Sole	2021-08-12
2021-03-31	$4,368,696	28,698	-3.4%	Shares	Sole	2021-05-10
2020-12-31	$3,773,724	29,698	+15.6%	Shares	Sole	2021-02-12
2020-09-30	$2,473,946	25,698	0.0%	Shares	Sole	2020-11-10
2020-06-30	$2,417,153	25,698	+34.2%	Shares	Sole	2020-08-12
2020-03-31	$1,724,074	19,150	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.