Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$57,544,614
+$5,382,104 QoQ
Shares Held
175,800
-0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
4.04%
of 13F equity value
Holder Rank
#549
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 85%
None 15%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$1,275,750
PutShares
7,500
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, 2026LEVIN CAPITAL STRATEGIES, L.P. holds $175,993,877 across 6 Banks - Diversified names. JPM ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
411,343 | $59,484,311 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
175,800 | $57,544,614 | |
| 3 | UBS |
UBS Group AG
|
624,785 | $30,964,344 | |
| 4 | BAC |
Bank Of America Corp /De/
|
304,406 | $17,345,053 | |
| 5 | C |
Citigroup Inc
|
73,712 | $10,316,731 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
4,100 | $338,824 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,544,614 | 175,800 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $52,162,510 | 177,327 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $55,522,050 | 172,311 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $54,496,841 | 172,770 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $50,173,564 | 173,066 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $43,056,282 | 175,525 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $43,097,940 | 179,792 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $37,929,496 | 179,880 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $36,676,412 | 181,333 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $36,521,900 | 182,336 | Shares | Other | 2024-05-16 | |
| 2023-12-31 | $31,331,569 | 184,195 | Shares | Other | 2024-02-06 | |
| 2023-12-31 | $1,275,750 | 7,500 | Put | Other | 2024-02-06 | |
| 2023-09-30 | $26,798,825 | 184,794 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $27,498,049 | 189,068 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $25,173,416 | 193,181 | Shares | Other | 2023-04-24 | |
| 2022-12-31 | $26,053,350 | 194,283 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $20,170,067 | 193,015 | Shares | Other | 2022-11-08 | |
| 2022-06-30 | $23,367,588 | 207,509 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $29,735,754 | 218,132 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $37,982,939 | 239,867 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $40,041,847 | 244,620 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $38,181,957 | 245,480 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $45,574,008 | 299,376 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $38,360,272 | 301,883 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $29,424,636 | 305,647 | Shares | Other | 2020-11-17 | |
| 2020-06-30 | $27,339,291 | 290,658 | Shares | Other | 2020-08-18 | |
| 2020-03-31 | $26,007,686 | 288,878 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||