Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$451,524,257
+$568,925 QoQ
Shares Held
5,187,549
-22.8% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#18
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 1%
None 29%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,828,789,796 across 56 Capital Markets names. IBKR ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
44,363,477 | $9,273,741,221 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,039,070 | $8,130,474,215 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,165,186 | $4,536,471,700 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,803,996 | $1,584,824,709 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
5,187,549 | $451,524,257 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
11,265,630 | $345,967,493 | |
| 7 | HUT |
Hut 8 Corp.
|
1,558,892 | $179,966,282 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,656,085 | $166,350,596 |
All Filings in IBKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,524,257 | 5,187,549 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $450,955,332 | 6,723,652 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $478,518,869 | 7,440,816 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $622,761,870 | 9,050,456 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $562,322,723 | 10,148,398 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $512,785,195 | 3,096,716 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $704,625,320 | 3,988,370 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $559,820,542 | 4,017,082 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $491,099,183 | 4,005,703 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $413,636,207 | 3,702,768 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $114,901,800 | 1,386,029 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $25,321,655 | 292,533 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $30,701,256 | 369,583 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $22,003,062 | 266,510 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $14,012,892 | 193,693 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $11,638,457 | 182,107 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $10,268,275 | 186,662 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $10,588,967 | 160,658 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $9,558,513 | 120,354 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $7,388,659 | 118,522 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $8,665,644 | 131,837 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $13,980,657 | 191,411 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $5,347,555 | 87,780 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $5,835,603 | 120,745 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $4,762,154 | 114,009 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $2,412,942 | 55,894 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||