Position in JPM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$791,514,844
+$152,430,141 QoQ
Shares Held
2,690,763
+35.7% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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 Dec 31, 2024CallValue
$35,956,500
CallShares
150,000
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, 2026CIBC WORLD MARKET INC. holds $12,972,529,759 across 17 Banks - Diversified names. JPM ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
39,319,985 | $3,668,947,800 | |
| 2 | RY |
Royal Bank Of Canada
|
19,920,248 | $3,222,697,721 | |
| 3 | BNS |
Bank Of Nova Scotia
|
25,977,781 | $1,800,520,001 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
13,185,798 | $1,784,565,901 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
12,136,889 | $1,149,970,232 | |
| 6 | JPM |
Jpmorgan Chase & Co
This page
|
2,690,763 | $791,514,844 | |
| 7 | BAC |
Bank Of America Corp /De/
|
4,485,581 | $218,672,073 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
1,761,497 | $140,232,776 |
All Filings in JPM
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $791,514,844 | 2,690,763 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $639,084,703 | 1,983,380 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $481,011,824 | 1,524,940 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $518,938,030 | 1,789,997 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $563,161,947 | 2,295,809 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $407,688,460 | 1,700,757 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $35,956,500 | 150,000 | Call | Sole | 2025-01-23 | |
| 2024-09-30 | $333,545,938 | 1,581,836 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $31,629,000 | 150,000 | Call | Sole | 2024-11-12 | |
| 2024-06-30 | $269,593,163 | 1,332,904 | Shares | Sole | 2024-08-07 | |
| 2024-06-30 | $30,339,000 | 150,000 | Call | Sole | 2024-08-07 | |
| 2024-03-31 | $241,702,410 | 1,206,702 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $30,045,000 | 150,000 | Call | Sole | 2024-05-13 | |
| 2023-12-31 | $25,515,000 | 150,000 | Call | Sole | 2024-02-13 | |
| 2023-12-31 | $196,975,289 | 1,157,997 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,753,000 | 150,000 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $208,610,544 | 1,438,495 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $233,889,917 | 1,608,154 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $21,816,000 | 150,000 | Call | Sole | 2023-08-11 | |
| 2023-03-31 | $19,546,500 | 150,000 | Call | Sole | 2023-05-12 | |
| 2023-03-31 | $202,268,354 | 1,552,209 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $165,186,793 | 1,231,818 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $26,820,000 | 200,000 | Put | Sole | 2023-02-13 | |
| 2022-12-31 | $49,174,470 | 366,700 | Call | Sole | 2023-02-13 | |
| 2022-09-30 | $119,155,498 | 1,140,244 | Shares | Sole | 2022-11-10 | |
| 2022-09-30 | $28,215,000 | 270,000 | Put | Sole | 2022-11-10 | |
| 2022-09-30 | $20,377,500 | 195,000 | Call | Sole | 2022-11-10 | |
| 2022-06-30 | $135,867,118 | 1,206,528 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $154,999,656 | 1,137,028 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $183,659,555 | 1,159,833 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $188,504,585 | 1,151,595 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $303,067,667 | 1,948,487 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $301,660,794 | 1,981,612 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $24,143,300 | 190,000 | Put | Sole | 2021-02-08 | |
| 2020-12-31 | $274,120,105 | 2,157,237 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $195,251,733 | 2,028,168 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $18,291,300 | 190,000 | Put | Sole | 2020-11-12 | |
| 2020-06-30 | $191,261,792 | 2,033,402 | Shares | Sole | 2020-08-13 | |
| 2020-06-30 | $17,871,400 | 190,000 | Put | Sole | 2020-08-13 | |
| 2020-03-31 | $31,510,500 | 350,000 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $190,364,743 | 2,114,459 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||