Position in JPM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,926,643
-$6,362,335 QoQ
Shares Held
15,051
-60.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,105
of 5,058 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$8,962,771
PutShares
36,538
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, 2026Fulcrum Asset Management LLP holds $10,457,716 across 4 Banks - Diversified names. JPM ranks #2 (47.1% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,926,643 | 15,051 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $11,288,978 | 38,377 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,862,529 | 36,815 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,956,689 | 37,906 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $11,294,603 | 38,959 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $8,962,771 | 36,538 | Put | Sole | 2025-04-24 | |
| 2022-03-31 | $1,563,863 | 11,472 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $2,678,648 | 16,916 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $2,768,980 | 16,916 | Principal | Sole | 2021-10-19 | |
| 2021-06-30 | $2,426,000 | 0 | Principal | Sole | 2021-07-13 | |
| 2021-03-31 | $2,816,711 | 18,503 | Principal | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||