Position in MBWM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,517,328
-$1,863,998 QoQ
Shares Held
148,858
-23.7% QoQ
Ownership
0.862%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $13,712,782,648 across 295 Banks - Regional names. MBWM ranks #102 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
61,683,367 | $3,208,151,908 | |
| 2 | FITB |
Fifth Third Bancorp
|
30,208,077 | $1,403,467,247 | |
| 3 | NU |
Nu Holdings Ltd.
|
91,396,721 | $1,313,370,872 | |
| 4 | MTB |
M&T Bank Corp
|
4,004,229 | $827,754,212 | |
| 5 | BAP |
Credicorp Ltd
|
2,091,624 | $709,437,020 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
264,614 | $498,707,416 | |
| 7 | RF |
Regions Financial Corp
|
18,014,358 | $470,535,025 | |
| 8 | HDB |
Hdfc Bank Ltd
|
18,266,121 | $454,461,082 |
All Filings in MBWM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,517,328 | 148,858 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $9,381,326 | 195,038 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $9,659,115 | 214,647 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $7,235,504 | 155,904 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,913,116 | 90,081 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,451,447 | 122,532 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,600,646 | 82,357 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $2,472,578 | 60,946 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $3,058,644 | 79,466 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $2,617,994 | 64,834 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,599,931 | 51,761 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,687,524 | 61,098 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,766,543 | 57,768 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $2,023,797 | 60,448 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,059,427 | 35,659 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,163,650 | 36,421 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $831,093 | 23,464 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,316,845 | 37,592 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $720,929 | 22,508 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $693,874 | 22,976 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,561,903 | 48,103 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,728,744 | 63,627 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $600,046 | 33,299 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $871,138 | 38,546 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,303,118 | 61,555 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||