Position in JPM
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$24,672,964
-$1,800,631 QoQ
Shares Held
83,876
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.30640469264151843.ToString("F0")%
Shared 0.ToString("F0")%
None 99.69359530735848.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2020CallValue
$3,856,460
CallShares
41,000
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, 2026SIGNATUREFD, LLC holds $86,987,490 across 19 Banks - Diversified names. JPM ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
83,876 | $24,672,964 | |
| 2 | BAC |
Bank Of America Corp /De/
|
195,635 | $9,537,206 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
74,407 | $5,923,541 | |
| 4 | RY |
Royal Bank Of Canada
|
30,788 | $4,980,882 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
291,215 | $4,941,918 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
58,089 | $4,791,761 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
224,694 | $4,437,706 | |
| 8 | SAN |
Banco Santander, S.A.
|
360,794 | $4,069,756 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,672,964 | 83,876 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $26,473,595 | 82,160 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $25,508,193 | 80,868 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $22,840,559 | 78,785 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $18,671,500 | 76,117 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $18,205,734 | 75,949 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,575,595 | 73,867 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $15,117,923 | 74,745 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $14,387,348 | 71,829 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $11,873,150 | 69,801 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $9,231,683 | 63,658 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $9,319,358 | 64,077 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $7,969,238 | 61,156 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,791,075 | 58,099 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $5,582,494 | 53,421 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,603,135 | 49,757 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,915,377 | 50,729 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,766,275 | 49,045 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $7,700,796 | 47,045 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,987,167 | 44,922 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,348,447 | 41,703 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,932,730 | 38,819 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,809,500 | 39,571 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,168,128 | 33,682 | Shares | Sole | 2020-07-30 | |
| 2020-06-30 | $3,856,460 | 41,000 | Call | Sole | 2020-07-30 | |
| 2020-03-31 | $3,055,528 | 33,939 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||