Position in JPM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$311,106,870
+$64,799,348 QoQ
Shares Held
950,438
+13.5% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#197
of 5,073 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)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$8,925
PutShares
1,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $756,380,884 across 19 Banks - Diversified names. JPM ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
950,438 | $311,106,870 | |
| 2 | C |
Citigroup Inc
|
664,798 | $93,045,128 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,037,503 | $85,739,247 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,492,730 | $85,055,755 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
548,683 | $79,345,048 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
200,940 | $19,107,384 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,255,568 | $17,326,838 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
553,887 | $13,880,408 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,925 | 1,500 | Put | Sole | 2026-08-19 | |
| 2026-06-30 | $311,106,870 | 950,438 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $246,307,522 | 837,325 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $245,195,564 | 760,957 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $220,656,848 | 699,543 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $170,399,530 | 587,767 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $141,163,772 | 575,474 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $135,087,132 | 563,544 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $149,046,601 | 706,851 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $129,545,102 | 640,488 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $123,291,860 | 615,536 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $84,749,773 | 498,235 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $57,866,605 | 399,025 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $56,988,627 | 391,836 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $44,664,404 | 342,755 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $45,127,600 | 336,522 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,606,443 | 302,454 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $33,526,361 | 297,721 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $39,034,005 | 286,341 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $42,474,378 | 268,231 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $40,616,727 | 248,132 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $37,394,926 | 240,420 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $34,819,415 | 228,729 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $23,485,712 | 184,825 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $19,204,709 | 199,488 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $17,963,766 | 190,982 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $16,350,888 | 181,616 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||