Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$137,979,742
+$38,532,777 QoQ
Shares Held
421,531
+24.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#335
of 5,058 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HRT FINANCIAL LP holds $691,948,250 across 18 Banks - Diversified names. JPM ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
1,726,284 | $142,660,109 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
421,531 | $137,979,742 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,255,344 | $128,509,501 | |
| 4 | C |
Citigroup Inc
|
545,612 | $76,363,855 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
351,290 | $50,800,046 | |
| 6 | BCS |
Barclays PLC
|
1,372,648 | $36,869,325 | |
| 7 | ING |
Ing Groep NV
|
973,961 | $30,562,896 | |
| 8 | TD |
Toronto Dominion Bank
|
178,265 | $21,646,718 |
All Filings in JPM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,979,742 | 421,531 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $99,446,965 | 338,071 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $140,763,095 | 436,854 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $106,496,422 | 337,623 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,939,719 | 68,779 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $31,649,341 | 129,023 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $160,293,597 | 668,698 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $83,899,717 | 397,893 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $82,246,804 | 406,639 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $25,219,172 | 125,907 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $16,559,235 | 97,350 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,995,967 | 55,137 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $3,536,613 | 27,140 | Shares | Defined | 2023-05-12 | |
| 2022-09-30 | $6,710,676 | 64,217 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $53,134,915 | 471,849 | Shares | Defined | 2022-08-12 | |
| 2021-12-31 | $30,187,368 | 190,637 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $68,392,955 | 417,820 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $32,545,656 | 209,243 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $15,576,113 | 122,579 | Shares | Defined | 2021-02-16 | |
| 2020-06-30 | $46,859,845 | 498,191 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||