Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$354,498
-$437,674 QoQ
Shares Held
1,083
-59.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4,566
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Sep 30, 2023CallValue
$275,538
CallShares
1,900
PutValue
$275,538
PutShares
1,900
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, 2026PRELUDE CAPITAL MANAGEMENT, LLC holds $5,007,159 across 6 Banks - Diversified names. JPM ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
9,903 | $1,386,023 | |
| 2 | BCS |
Barclays PLC
|
45,188 | $1,213,749 | |
| 3 | BAC |
Bank Of America Corp /De/
|
18,313 | $1,043,474 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
5,271 | $762,239 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
1,083 | $354,498 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,991 | $247,176 |
All Filings in JPM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,498 | 1,083 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $792,172 | 2,693 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,602,077 | 4,972 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,021,993 | 3,240 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $702,741 | 2,424 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $848,983 | 3,461 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,032,670 | 4,308 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,396,104 | 6,621 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,306,801 | 6,461 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,375,460 | 6,867 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $809,846 | 4,761 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $275,538 | 1,900 | Call | Other | 2023-11-14 | |
| 2023-09-30 | $275,538 | 1,900 | Put | Other | 2023-11-14 | |
| 2023-09-30 | $1,470,647 | 10,141 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,461,235 | 10,047 | Shares | Other | 2023-08-14 | |
| 2023-06-30 | $799,920 | 5,500 | Put | Other | 2023-08-14 | |
| 2023-06-30 | $654,480 | 4,500 | Call | Other | 2023-08-14 | |
| 2023-03-31 | $651,550 | 5,000 | Put | Other | 2023-06-01 | |
| 2023-03-31 | $651,550 | 5,000 | Call | Other | 2023-06-01 | |
| 2022-12-31 | $946,477 | 7,058 | Shares | Other | 2023-02-14 | |
| 2022-12-31 | $402,300 | 3,000 | Call | Other | 2023-02-14 | |
| 2022-12-31 | $268,200 | 2,000 | Put | Other | 2023-02-14 | |
| 2022-09-30 | $407,654 | 3,901 | Shares | Other | 2022-11-14 | |
| 2022-09-30 | $2,000 | 10,000 | Call | Other | 2022-11-14 | |
| 2022-06-30 | $1,267,312 | 11,254 | Shares | Other | 2022-08-24 | |
| 2022-06-30 | $563,050 | 5,000 | Call | Other | 2022-08-24 | |
| 2022-06-30 | $450,440 | 4,000 | Put | Other | 2022-08-24 | |
| 2022-03-31 | $1,565,089 | 11,481 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,456,820 | 9,200 | Call | Other | 2022-02-14 | |
| 2021-12-31 | $1,000,613 | 6,319 | Shares | Other | 2022-02-14 | |
| 2021-12-31 | $1,171,790 | 7,400 | Put | Other | 2022-02-14 | |
| 2021-09-30 | $1,211,306 | 7,400 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $13,799,067 | 84,300 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $2,561,421 | 15,648 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,919,485 | 18,770 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $1,648,724 | 10,600 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $591,052 | 3,800 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $456,690 | 3,000 | Put | Other | 2021-05-17 | |
| 2021-03-31 | $3,890,998 | 25,560 | Shares | Other | 2021-05-17 | |
| 2021-03-31 | $1,689,753 | 11,100 | Call | Other | 2021-05-17 | |
| 2020-12-31 | $406,624 | 3,200 | Put | Other | 2021-02-16 | |
| 2020-12-31 | $3,024,266 | 23,800 | Call | Other | 2021-02-16 | |
| 2020-12-31 | $1,311,870 | 10,324 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $2,197,555 | 22,827 | Shares | Other | 2020-11-16 | |
| 2020-09-30 | $866,430 | 9,000 | Put | Other | 2020-11-16 | |
| 2020-09-30 | $2,734,068 | 28,400 | Call | Other | 2020-11-16 | |
| 2020-06-30 | $2,088,132 | 22,200 | Call | Other | 2020-08-14 | |
| 2020-06-30 | $806,376 | 8,573 | Shares | Other | 2020-08-14 | |
| 2020-06-30 | $282,180 | 3,000 | Put | Other | 2020-08-14 | |
| 2020-03-31 | $1,098,366 | 12,200 | Call | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||