Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,617,574
+$5,699,674 QoQ
Shares Held
191,298
-1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#529
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Sep 30, 2023CallValue
$493,068
CallShares
3,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026INGALLS & SNYDER LLC holds $118,522,518 across 7 Banks - Diversified names. JPM ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
191,298 | $62,617,574 | |
| 2 | C |
Citigroup Inc
|
235,269 | $32,928,249 | |
| 3 | UBS |
UBS Group AG
|
209,623 | $10,388,915 | |
| 4 | BAC |
Bank Of America Corp /De/
|
152,612 | $8,695,831 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18,063 | $2,612,090 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
12,311 | $1,017,381 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
10,474 | $262,478 |
All Filings in JPM
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,617,574 | 191,298 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $56,917,900 | 193,493 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $63,561,761 | 197,262 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $64,322,170 | 203,919 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $60,848,050 | 209,886 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $51,764,677 | 211,026 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $51,832,493 | 216,230 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $46,304,645 | 219,599 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $46,694,350 | 230,863 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $47,217,720 | 235,735 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $40,698,296 | 239,261 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $35,090,779 | 241,972 | Shares | Other | 2023-11-02 | |
| 2023-09-30 | $493,068 | 3,400 | Call | Other | 2023-11-02 | |
| 2023-06-30 | $35,280,108 | 242,575 | Shares | Other | 2023-07-27 | |
| 2023-06-30 | $494,496 | 3,400 | Call | Other | 2023-07-27 | |
| 2023-03-31 | $443,054 | 3,400 | Call | Other | 2023-05-09 | |
| 2023-03-31 | $31,706,898 | 243,319 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $455,940 | 3,400 | Call | Other | 2023-01-31 | |
| 2022-12-31 | $32,582,142 | 242,969 | Shares | Other | 2023-01-31 | |
| 2022-09-30 | $355,300 | 3,400 | Call | Other | 2022-10-21 | |
| 2022-09-30 | $25,489,953 | 243,923 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $382,874 | 3,400 | Call | Other | 2022-08-11 | |
| 2022-06-30 | $27,568,729 | 244,816 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $463,488 | 3,400 | Call | Other | 2022-05-09 | |
| 2022-03-31 | $32,096,544 | 235,450 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $285,030 | 1,800 | Call | Other | 2022-02-11 | |
| 2021-12-31 | $33,672,335 | 212,645 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $294,642 | 1,800 | Call | Other | 2021-10-27 | |
| 2021-09-30 | $36,788,181 | 224,743 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $36,881,333 | 237,118 | Shares | Other | 2021-08-03 | |
| 2021-06-30 | $279,972 | 1,800 | Call | Other | 2021-08-03 | |
| 2021-03-31 | $365,352 | 2,400 | Call | Other | 2021-04-21 | |
| 2021-03-31 | $36,894,006 | 242,357 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $32,265,233 | 253,917 | Shares | Other | 2021-01-27 | |
| 2020-12-31 | $762,420 | 6,000 | Call | Other | 2021-01-27 | |
| 2020-09-30 | $25,648,638 | 266,424 | Shares | Other | 2020-10-21 | |
| 2020-09-30 | $731,652 | 7,600 | Call | Other | 2020-10-21 | |
| 2020-06-30 | $902,976 | 9,600 | Call | Other | 2020-07-31 | |
| 2020-06-30 | $25,064,826 | 266,477 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $21,598,827 | 239,907 | Shares | Other | 2020-04-22 | |
| 2020-03-31 | $675,225 | 7,500 | Call | Other | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||