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Equibles

MARTINGALE ASSET MANAGEMENT L P

Position in JPM — Jpmorgan Chase & Co

CIK 936944 BOSTON, MA
Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$42,730,967
+$5,672,102 QoQ
Shares Held
130,544
+3.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#659
of 5,077 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority Sole 68% Shared 0% None 32%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $59,238,332 across 4 Banks - Diversified names. JPM ranks #1 (72.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 JPM
Jpmorgan Chase & Co
This page 		130,544 $42,730,967
2 BNY
Bank of New York Mellon Corp
 73,907 $10,687,691
3 NTB
Bank of N.T. Butterfield & Son Ltd
 86,722 $5,159,959
4 WFC
Wells Fargo & Company/Mn
 7,983 $659,715

All Filings in JPM

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $42,730,967 130,544
2026-03-31 $37,058,865 125,982
2025-12-31 $44,199,561 137,172
2025-09-30 $45,220,991 143,363
2025-06-30 $45,426,577 156,692
2025-03-31 $43,804,447 178,575
2024-12-31 $48,067,128 200,522
2024-09-30 $50,182,149 237,988
2024-06-30 $23,006,265 113,746
2024-03-31 $23,438,705 117,018
2023-12-31 $21,000,035 123,457
2023-09-30 $18,215,817 125,609
2023-06-30 $17,162,356 118,003
2023-03-31 $20,072,170 154,034
2022-12-31 $5,684,364 42,389
2022-09-30 $9,664,682 92,485
2022-06-30 $13,767,360 122,257
2022-03-31 $28,426,673 208,529
2021-12-31 $5,778,191 36,490
2021-06-30 $9,621,548 61,859
2021-03-31 $375,855 2,469