Position in IX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,480,726
+$12,059,612 QoQ
Shares Held
564,688
+79.8% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $67,669,278 across 6 Financial Conglomerates names. IX ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTH |
Hilltop Holdings Inc.
|
659,665 | $25,581,807 | |
| 2 | IX |
Orix Corp
This page
|
564,688 | $21,480,726 | |
| 3 | VOYA |
Voya Financial, Inc.
|
162,968 | $14,753,489 | |
| 4 | FRHC |
Freedom Holding Corp.
|
43,972 | $5,737,024 | |
| 5 | RILY |
BRC Group Holdings, Inc.
|
9,603 | $77,208 | |
| 6 | TMS |
Teamshares Inc
|
25,003 | $39,024 |
All Filings in IX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,480,726 | 564,688 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $9,421,114 | 314,142 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,631,745 | 158,513 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,416,915 | 169,101 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $3,388,762 | 150,478 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,913,709 | 91,609 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,087,047 | 10,233 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $853,313 | 7,353 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $273,795 | 2,460 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $217,201 | 1,971 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $135,505 | 1,451 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $271,499 | 2,892 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $235,136 | 2,578 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $166,373 | 2,027 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $179,236 | 2,255 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $230,592 | 3,263 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $329,231 | 3,912 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $101,646 | 1,018 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $107,579 | 1,057 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $98,204 | 1,039 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $82,372 | 973 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $78,853 | 930 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $44,462 | 575 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $27,153 | 434 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $23,098 | 375 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $28,248 | 478 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||