JACOBS LEVY EQUITY MANAGEMENT, INC
Position in JPM — Jpmorgan Chase & Co
CIK 884414
FLORHAM PARK, NJ
Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,917,016
-$9,835,714 QoQ
Shares Held
33,713
-45.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $440,449,052 across 6 Banks - Diversified names. JPM ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
1,994,926 | $236,658,071 | |
| 2 | C |
Citigroup Inc
|
1,399,891 | $158,761,638 | |
| 3 | BAC |
Bank Of America Corp /De/
|
338,537 | $16,503,678 | |
| 4 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
290,579 | $15,249,585 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
33,713 | $9,917,016 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
42,194 | $3,359,064 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,917,016 | 33,713 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,752,730 | 61,302 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,315,954 | 73,918 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $14,244,437 | 49,134 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,451,094 | 46,682 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,057,272 | 41,956 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,963,869 | 42,511 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,556,231 | 37,359 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,276,712 | 6,374 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $817,330 | 4,805 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $660,856 | 4,557 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $552,235 | 3,797 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $227,130 | 1,743 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $475,250 | 3,544 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $782,749 | 5,742 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,274,084 | 8,046 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,232,404 | 13,638 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,789,798 | 11,507 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,389,097 | 15,694 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $892,539 | 7,024 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $234,128 | 2,432 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $818,604 | 8,703 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,149,503 | 12,768 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||