Position in SRCE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,972,360
-$2,221,307 QoQ
Shares Held
42,947
-48.3% QoQ
Ownership
0.178%
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 59%
Shared 0%
None 41%
Common Shares in SRCE 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. SRCE ranks #138 (0.0% 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 SRCE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,972,360 | 42,947 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,193,667 | 83,112 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,827,903 | 78,426 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $3,469,773 | 55,901 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,380,542 | 73,241 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7,196,851 | 123,276 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,450,215 | 91,019 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $3,568,357 | 66,549 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $3,910,583 | 74,601 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $3,953,375 | 71,945 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,354,581 | 32,183 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,547,593 | 36,909 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,405,955 | 32,583 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,440,753 | 27,138 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,826,947 | 125,852 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,849,880 | 128,852 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,973,509 | 129,157 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $7,232,670 | 145,820 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,443,959 | 136,409 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,403,394 | 137,826 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,522,195 | 179,113 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $7,651,639 | 189,867 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $5,885,813 | 190,850 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,216,261 | 202,818 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $7,768,929 | 239,560 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||