Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,021,897,417
+$107,487,821 QoQ
Shares Held
3,121,918
+0.4% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#82
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 2%
None 52%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$392,480
PutShares
1,600
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 Jun 30, 2026TRUIST FINANCIAL CORP holds $1,959,123,071 across 18 Banks - Diversified names. JPM ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,121,918 | $1,021,897,417 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
2,436,079 | $352,281,382 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,071,716 | $253,846,609 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,792,713 | $159,128,786 | |
| 5 | C |
Citigroup Inc
|
803,519 | $112,460,518 | |
| 6 | RY |
Royal Bank Of Canada
|
86,666 | $17,937,260 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
87,439 | $8,314,574 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
415,183 | $8,257,988 |
All Filings in JPM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,897,417 | 3,121,918 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $914,409,596 | 3,108,545 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $968,744,117 | 3,006,468 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $925,646,051 | 2,934,553 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $839,810,707 | 2,896,798 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $706,724,998 | 2,881,064 | Shares | Defined | 2025-04-29 | |
| 2025-03-31 | $392,480 | 1,600 | Put | Defined | 2025-04-29 | |
| 2024-12-31 | $688,199,019 | 2,870,965 | Shares | Defined | 2025-01-31 | |
| 2024-12-31 | $383,536 | 1,600 | Put | Defined | 2025-01-31 | |
| 2024-09-30 | $602,611,099 | 2,857,873 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $582,082,636 | 2,877,893 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $574,190,192 | 2,866,651 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $497,836,772 | 2,926,730 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $436,027,281 | 3,006,670 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $424,820,784 | 2,920,935 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $383,092,633 | 2,939,856 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $400,802,235 | 2,988,831 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $301,291,472 | 2,883,172 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $316,186,693 | 2,807,803 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $391,260,755 | 2,870,164 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $464,771,499 | 2,935,090 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $463,348,442 | 2,830,646 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $449,388,188 | 2,889,213 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $431,517,092 | 2,834,639 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $340,069,814 | 2,676,240 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $249,901,225 | 2,595,837 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $258,579,873 | 2,749,095 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $252,211,479 | 2,801,416 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||