Position in JPM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,632,364,446
-$1,023,359,133 QoQ
Shares Held
12,348,261
-14.5% QoQ
Ownership
0.461%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 93.99992436181904.ToString("F0")%
None 6.000075638180955.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2020CallValue
$1,128,720
CallShares
12,000
PutValue
$0
PutShares
0
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 Mar 31, 2026Invesco Ltd. holds $13,688,520,364 across 19 Banks - Diversified names. JPM ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
12,348,261 | $3,632,364,446 | |
| 2 | BAC |
Bank Of America Corp /De/
|
60,893,019 | $2,968,534,670 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
32,284,367 | $2,570,158,448 | |
| 4 | C |
Citigroup Inc
|
16,306,017 | $1,849,265,379 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,336,870 | $870,372,877 | |
| 6 | TD |
Toronto Dominion Bank
|
5,453,357 | $508,852,733 | |
| 7 | RY |
Royal Bank Of Canada
|
2,860,343 | $462,746,278 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,706,284 | $230,928,466 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,632,364,446 | 12,348,261 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,655,723,579 | 14,448,897 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $4,622,674,897 | 14,655,153 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,155,111,287 | 14,332,418 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,373,993,066 | 13,754,558 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,165,957,348 | 13,207,448 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,835,005,730 | 13,444,967 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,680,069,780 | 13,250,617 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,650,492,172 | 13,232,612 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,487,619,786 | 14,624,455 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,109,324,298 | 14,545,058 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,076,294,445 | 14,275,952 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,700,533,107 | 13,049,905 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,850,937,501 | 13,802,666 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,396,477,486 | 13,363,421 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,422,612,703 | 12,633,094 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,773,121,318 | 13,007,052 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,219,699,301 | 14,017,678 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,529,499,593 | 15,452,988 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,233,686,444 | 14,360,849 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $2,067,924,431 | 13,584,211 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,858,376,247 | 14,624,823 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,384,022,274 | 14,376,465 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,128,720 | 12,000 | Call | Defined | 2020-08-14 | |
| 2020-06-30 | $1,271,683,006 | 13,519,913 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $900,300 | 10,000 | Call | Defined | 2020-05-15 | |
| 2020-03-31 | $1,625,880,926 | 18,059,324 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||