Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,811,103
+$385,904 QoQ
Shares Held
11,643
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,341
of 5,072 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Aristotle Capital Management, LLC holds $1,933,384,992 across 6 Banks - Diversified names. JPM ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,170,066 | $958,102,612 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
9,853,089 | $814,259,274 | |
| 3 | ING |
Ing Groep NV
|
4,758,330 | $149,316,395 | |
| 4 | RY |
Royal Bank Of Canada
|
34,487 | $7,137,774 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
11,643 | $3,811,103 | |
| 6 | BAC |
Bank Of America Corp /De/
|
13,300 | $757,834 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,811,103 | 11,643 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,425,199 | 11,644 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,751,929 | 11,644 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,834,997 | 12,158 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,524,725 | 12,158 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,982,848 | 12,160 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,918,948 | 12,177 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,574,811 | 12,211 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,469,796 | 12,211 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,445,863 | 12,211 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,234,093 | 13,134 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,904,982 | 13,136 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,913,844 | 13,159 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,752,930 | 13,452 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,846,422 | 13,769 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,353,170 | 12,949 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,955,022 | 17,361 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,026,849 | 22,204 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,631,876 | 35,566 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,032,777 | 42,964 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $611,958,131 | 3,934,410 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,142,132,063 | 7,502,674 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $913,521,732 | 7,189,122 | Shares | Sole | 2021-02-22 | |
| 2020-09-30 | $661,584,864 | 6,872,181 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $632,218,552 | 6,721,439 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $531,707,726 | 5,905,895 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||