Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$713,829,479
+$135,405,317 QoQ
Shares Held
2,180,764
+10.9% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#117
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $2,587,358,852 across 19 Banks - Diversified names. JPM ranks #1 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,180,764 | $713,829,479 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,659,618 | $379,465,033 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,142,748 | $342,356,694 | |
| 4 | C |
Citigroup Inc
|
1,534,134 | $214,717,393 | |
| 5 | UBS |
UBS Group AG
|
4,128,651 | $204,615,943 | |
| 6 | BCS |
Barclays PLC
|
6,994,045 | $187,860,047 | |
| 7 | ING |
Ing Groep NV
|
5,077,640 | $159,336,342 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
5,545,925 | $138,980,880 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,829,479 | 2,180,764 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $578,424,162 | 1,966,359 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $364,604,496 | 1,131,539 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $323,461,162 | 1,025,461 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $265,527,409 | 915,896 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $188,880,018 | 769,996 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $144,250,765 | 601,772 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $93,839,236 | 445,031 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $58,074,104 | 287,126 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,199,020 | 170,739 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,872,155 | 134,463 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,748,330 | 129,281 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,975,020 | 137,342 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $19,019,526 | 145,956 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $19,698,351 | 146,893 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $14,956,771 | 143,127 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $15,527,904 | 137,891 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $18,145,554 | 133,110 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $20,769,660 | 131,163 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $21,101,441 | 128,911 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $20,402,803 | 131,174 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $20,383,748 | 133,901 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $17,206,929 | 135,413 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $13,243,574 | 137,567 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $13,822,587 | 146,955 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $12,649,394 | 140,502 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||