Position in JPM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,585,798,322
-$173,466,167 QoQ
Shares Held
5,390,938
-1.3% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5.677805977364236.ToString("F0")%
Shared 0.ToString("F0")%
None 94.32219402263577.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$323,576
CallShares
1,100
PutValue
$1,147,224
PutShares
3,900
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 Mar 31, 2026LPL Financial LLC holds $2,807,001,853 across 18 Banks - Diversified names. JPM ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
5,390,938 | $1,585,798,322 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,659,709 | $422,160,813 | |
| 3 | C |
Citigroup Inc
|
2,232,638 | $253,203,475 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,865,275 | $228,104,542 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
804,368 | $95,422,175 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
289,549 | $39,187,561 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
377,367 | $31,129,003 | |
| 8 | RY |
Royal Bank Of Canada
|
169,890 | $27,484,804 |
All Filings in JPM
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,576 | 1,100 | Call | Sole | 2026-05-06 | |
| 2026-03-31 | $1,585,798,322 | 5,390,938 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $1,147,224 | 3,900 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $1,759,264,489 | 5,459,824 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $515,552 | 1,600 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $225,554 | 700 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $820,118 | 2,600 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $1,645,798,292 | 5,217,634 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $724,775 | 2,500 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $347,892 | 1,200 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $1,391,528,572 | 4,799,864 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $367,950 | 1,500 | Call | Sole | 2025-05-07 | |
| 2025-03-31 | $1,079,320 | 4,400 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $1,077,264,876 | 4,391,622 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $962,985,065 | 4,017,292 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $431,478 | 1,800 | Put | Sole | 2025-02-11 | |
| 2024-09-30 | $782,569,778 | 3,711,324 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $295,204 | 1,400 | Put | Sole | 2024-11-08 | |
| 2024-06-30 | $202,260 | 1,000 | Put | Sole | 2024-08-07 | |
| 2024-06-30 | $703,776,007 | 3,479,561 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $644,541,764 | 3,217,882 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $534,793,209 | 3,143,993 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $434,967,187 | 2,999,360 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $652,590 | 4,500 | Call | Sole | 2023-11-13 | |
| 2023-06-30 | $408,756,356 | 2,810,481 | Shares | Sole | 2023-07-31 | |
| 2023-06-30 | $654,480 | 4,500 | Call | Sole | 2023-07-31 | |
| 2023-03-31 | $349,971,351 | 2,685,683 | Shares | Sole | 2023-05-10 | |
| 2023-03-31 | $1,237,945 | 9,500 | Call | Sole | 2023-05-10 | |
| 2022-12-31 | $1,341,000 | 10,000 | Call | Sole | 2023-02-07 | |
| 2022-12-31 | $354,266,184 | 2,641,806 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $992,750 | 9,500 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $262,930,569 | 2,516,082 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,069,795 | 9,500 | Call | Sole | 2022-08-12 | |
| 2022-06-30 | $268,280,825 | 2,382,389 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $315,298,344 | 2,312,928 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $341,606,238 | 2,157,286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $323,817,123 | 1,978,234 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $287,793,639 | 1,850,287 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $259,605,278 | 1,705,349 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $210,621,320 | 1,657,522 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $150,425,533 | 1,562,538 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $140,357,836 | 1,492,216 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $125,428,175 | 1,393,182 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||