Position in NBTB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,713,525
-$2,070,128 QoQ
Shares Held
204,639
-21.2% QoQ
Ownership
0.393%
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 77%
Shared 0%
None 23%
Common Shares in NBTB 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. NBTB ranks #95 (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 NBTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,713,525 | 204,639 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $10,783,653 | 259,722 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $13,985,964 | 334,913 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $10,982,453 | 264,319 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $10,854,556 | 253,020 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $17,998,306 | 376,849 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,094,899 | 92,582 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $2,127,360 | 55,113 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $2,605,525 | 71,034 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $3,682,714 | 87,872 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $2,972,458 | 93,798 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,295,130 | 134,855 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,962,514 | 147,212 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $10,737,851 | 247,302 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,061,822 | 54,330 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,067,862 | 55,011 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,942,691 | 136,803 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $7,850,028 | 203,791 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,379,133 | 38,182 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,585,453 | 127,480 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,562,245 | 189,530 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $6,532,252 | 203,497 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $765,496 | 28,542 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,265,248 | 41,133 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $2,484,895 | 76,718 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||