Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$215,443,039
+$61,410,570 QoQ
Shares Held
658,183
+25.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#259
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Banco Santander, S.A. holds $452,434,722 across 6 Banks - Diversified names. JPM ranks #1 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
658,183 | $215,443,039 | |
| 2 | C |
Citigroup Inc
|
918,469 | $128,548,920 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,697,639 | $96,731,469 | |
| 4 | UBS |
UBS Group AG
|
128,465 | $6,366,724 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
19,095 | $2,761,327 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
31,259 | $2,583,243 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,443,039 | 658,183 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $154,032,469 | 523,635 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $153,352,873 | 475,926 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $142,767,401 | 452,612 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $120,330,622 | 415,062 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $89,450,605 | 364,658 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $81,977,223 | 341,985 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $70,632,615 | 334,974 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $70,911,343 | 350,595 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $67,080,067 | 334,898 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $45,833,444 | 269,450 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $34,334,498 | 236,757 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $32,808,498 | 225,581 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $31,937,285 | 245,087 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $43,273,667 | 322,697 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $36,051,558 | 344,991 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $40,011,795 | 355,313 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $57,569,570 | 422,312 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $59,241,267 | 374,116 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $55,543,617 | 339,322 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $53,640,767 | 344,868 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $59,947,564 | 393,796 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $53,066,335 | 417,615 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $33,580,802 | 348,819 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $20,332,665 | 216,167 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $15,709,063 | 174,487 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||