Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,349,873,237
+$224,497,091 QoQ
Shares Held
4,123,891
+7.8% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#63
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 94%
None 6%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $12,313,739,342 across 13 Banks - Diversified names. JPM ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
39,422,141 | $3,257,845,729 | |
| 2 | UBS |
UBS Group AG
|
59,553,311 | $2,951,462,091 | |
| 3 | BAC |
Bank Of America Corp /De/
|
44,077,493 | $2,511,535,550 | |
| 4 | JPM |
Jpmorgan Chase & Co
This page
|
4,123,891 | $1,349,873,237 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
8,129,285 | $1,175,575,899 | |
| 6 | RY |
Royal Bank Of Canada
|
2,553,618 | $528,522,314 | |
| 7 | BNS |
Bank Of Nova Scotia
|
4,078,801 | $354,203,076 | |
| 8 | C |
Citigroup Inc
|
414,839 | $58,060,864 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,349,873,237 | 4,123,891 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,125,376,146 | 3,825,728 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,348,416,470 | 10,391,709 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,358,242,052 | 13,816,828 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,949,725,806 | 20,522,665 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,854,225,053 | 23,865,573 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,030,840,040 | 29,330,608 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,283,526,994 | 29,799,521 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,261,106,084 | 35,899,862 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,806,792,046 | 38,975,497 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,738,735,688 | 39,616,318 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $6,151,996,525 | 42,421,711 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,500,340,234 | 37,818,621 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,852,104,574 | 37,235,090 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,373,403,892 | 40,070,126 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,985,684,965 | 38,140,526 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,987,177,871 | 44,287,167 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,881,621,274 | 43,145,696 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,672,898,017 | 48,455,308 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,389,653,655 | 51,253,306 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,018,722,687 | 51,554,087 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,525,511,445 | 56,004,148 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,402,296,765 | 58,253,693 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,424,523,472 | 56,346,977 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,311,029,777 | 45,832,764 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,092,029,723 | 56,559,255 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||