MARTINGALE ASSET MANAGEMENT L P

Position in JPM — Jpmorgan Chase & Co

CIK 936944 BOSTON, MA

Position in JPM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$37,058,865

-$7,140,696 QoQ

Shares Held

125,982

-8.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 68.01924084393008.ToString("F0")% Shared 0.ToString("F0")% None 31.980759156069915.ToString("F0")%

Financial Services · as of Mar 31, 2026

MARTINGALE ASSET MANAGEMENT L P holds $55,918,006 across 3 Banks - Diversified names. JPM ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	125,982	$37,058,865
2	BNY	Bank of New York Mellon Corp	120,338	$14,275,696
3	NTB	Bank of N.T. Butterfield & Son Ltd	87,337	$4,583,445

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,058,865	125,982	-8.2%	Shares	Sole	2026-05-13
2025-12-31	$44,199,561	137,172	-4.3%	Shares	Sole	2026-02-13
2025-09-30	$45,220,991	143,363	-8.5%	Shares	Sole	2025-11-13
2025-06-30	$45,426,577	156,692	-12.3%	Shares	Sole	2025-08-11
2025-03-31	$43,804,447	178,575	-10.9%	Shares	Sole	2025-05-14
2024-12-31	$48,067,128	200,522	-15.7%	Shares	Sole	2025-02-13
2024-09-30	$50,182,149	237,988	+109.2%	Shares	Sole	2024-11-14
2024-06-30	$23,006,265	113,746	-2.8%	Shares	Sole	2024-08-12
2024-03-31	$23,438,705	117,018	-5.2%	Shares	Sole	2024-05-14
2023-12-31	$21,000,035	123,457	-1.7%	Shares	Sole	2024-02-12
2023-09-30	$18,215,817	125,609	+6.4%	Shares	Sole	2023-11-14
2023-06-30	$17,162,356	118,003	-23.4%	Shares	Sole	2023-08-11
2023-03-31	$20,072,170	154,034	+263.4%	Shares	Sole	2023-05-12
2022-12-31	$5,684,364	42,389	-54.2%	Shares	Sole	2023-02-13
2022-09-30	$9,664,682	92,485	-24.4%	Shares	Sole	2022-11-14
2022-06-30	$13,767,360	122,257	-41.4%	Shares	Sole	2022-08-11
2022-03-31	$28,426,673	208,529	+471.5%	Shares	Sole	2022-05-12
2021-12-31	$5,778,191	36,490	-41.0%	Shares	Sole	2022-02-11
2021-06-30	$9,621,548	61,859	+2405.4%	Shares	Sole	2021-08-13
2021-03-31	$375,855	2,469	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.