Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,024,252
+$4,354,035 QoQ
Shares Held
17,080
+721.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$1,235,472
CallShares
4,200
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 Mar 31, 2026MARSHALL WACE, LLP holds $360,754,504 across 11 Banks - Diversified names. JPM ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
1,368,011 | $162,287,144 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,830,832 | $89,253,059 | |
| 3 | C |
Citigroup Inc
|
527,100 | $59,778,410 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
338,412 | $27,915,604 | |
| 5 | BCS |
Barclays PLC
|
387,768 | $8,205,170 | |
| 6 | JPM |
Jpmorgan Chase & Co
This page
|
17,080 | $5,024,252 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
48,100 | $3,829,241 | |
| 8 | TD |
Toronto Dominion Bank
|
17,228 | $1,607,543 |
All Filings in JPM
Export CSV
49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,235,472 | 4,200 | Call | Other | 2026-05-15 | |
| 2026-03-31 | $5,024,252 | 17,080 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $670,217 | 2,080 | Shares | Other | 2026-02-13 | |
| 2025-06-30 | $57,982 | 200 | Call | Other | 2025-08-13 | |
| 2025-06-30 | $18,124,013 | 62,516 | Shares | Other | 2025-08-13 | |
| 2025-06-30 | $3,333,965 | 11,500 | Put | Other | 2025-08-13 | |
| 2025-03-31 | $4,341,810 | 17,700 | Shares | Other | 2025-05-15 | |
| 2025-03-31 | $49,109,060 | 200,200 | Put | Other | 2025-05-15 | |
| 2024-12-31 | $335,594 | 1,400 | Call | Other | 2025-02-13 | |
| 2024-12-31 | $23,994,971 | 100,100 | Put | Other | 2025-02-13 | |
| 2024-03-31 | $17,466,160 | 87,200 | Call | Other | 2024-05-15 | |
| 2024-03-31 | $7,671,490 | 38,300 | Put | Other | 2024-05-15 | |
| 2024-03-31 | $99,894,415 | 498,724 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $21,143,430 | 124,300 | Put | Other | 2024-02-14 | |
| 2023-12-31 | $39,565,260 | 232,600 | Call | Other | 2024-02-14 | |
| 2023-12-31 | $323,250,725 | 1,900,357 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,699,286 | 39,300 | Call | Other | 2023-11-14 | |
| 2023-09-30 | $4,829,166 | 33,300 | Put | Other | 2023-11-14 | |
| 2023-09-30 | $391,962,229 | 2,702,815 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $27,749,952 | 190,800 | Call | Other | 2023-08-14 | |
| 2023-06-30 | $64,124,496 | 440,900 | Put | Other | 2023-08-14 | |
| 2023-06-30 | $282,639,223 | 1,943,339 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $106,232,229 | 815,227 | Shares | Other | 2023-05-15 | |
| 2023-03-31 | $27,612,689 | 211,900 | Put | Other | 2023-05-15 | |
| 2023-03-31 | $19,155,570 | 147,000 | Call | Other | 2023-05-15 | |
| 2022-12-31 | $35,254,890 | 262,900 | Put | Other | 2023-02-14 | |
| 2022-12-31 | $12,672,450 | 94,500 | Call | Other | 2023-02-14 | |
| 2022-12-31 | $194,743,104 | 1,452,223 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $33,387,750 | 319,500 | Call | Other | 2022-11-14 | |
| 2022-09-30 | $386,644,879 | 3,699,951 | Shares | Other | 2022-11-14 | |
| 2022-09-30 | $9,070,600 | 86,800 | Put | Other | 2022-11-14 | |
| 2022-06-30 | $71,021,549 | 630,686 | Shares | Other | 2022-08-15 | |
| 2022-06-30 | $18,006,339 | 159,900 | Call | Other | 2022-08-15 | |
| 2022-06-30 | $16,441,060 | 146,000 | Put | Other | 2022-08-15 | |
| 2022-03-31 | $18,989,376 | 139,300 | Call | Other | 2022-05-16 | |
| 2022-03-31 | $5,411,904 | 39,700 | Put | Other | 2022-05-16 | |
| 2022-03-31 | $12,466,463 | 91,450 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $8,535,065 | 53,900 | Call | Other | 2022-02-14 | |
| 2021-12-31 | $8,709,250 | 55,000 | Put | Other | 2022-02-14 | |
| 2021-12-31 | $242,394,895 | 1,530,754 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $4,092,250 | 25,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $3,748,501 | 22,900 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $15,540,401 | 94,938 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $304,460 | 2,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $7,535,385 | 49,500 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $11,225,440 | 73,740 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $58,755,516 | 462,387 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $79,426,023 | 825,034 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $73,682,371 | 783,355 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||