Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$32,235,785
+$1,333,689 QoQ
Shares Held
98,481
-6.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#766
of 5,072 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$322,220
PutShares
1,000
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, 2026Clear Harbor Asset Management, LLC holds $46,094,018 across 6 Banks - Diversified names. JPM ranks #1 (69.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
98,481 | $32,235,785 | |
| 2 | C |
Citigroup Inc
|
65,297 | $9,138,968 | |
| 3 | BAC |
Bank Of America Corp /De/
|
38,468 | $2,191,906 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,554 | $1,450,662 | |
| 5 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
12,953 | $770,703 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,116 | $305,994 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,235,785 | 98,481 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $30,902,096 | 105,052 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $322,220 | 1,000 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $33,980,354 | 105,457 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $33,395,835 | 105,874 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,381,018 | 108,244 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $27,027,154 | 110,180 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,466,860 | 110,412 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $24,648,479 | 116,895 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $23,742,492 | 117,386 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $23,987,126 | 119,756 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,598,089 | 121,094 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $17,613,259 | 121,454 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $18,154,548 | 124,825 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $13,303,347 | 102,090 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $7,043,334 | 52,523 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $5,462,633 | 52,274 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,900,177 | 61,275 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $8,128,625 | 59,629 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,573,088 | 47,825 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,666,912 | 46,838 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,959,481 | 44,744 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,949,451 | 45,651 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,029,217 | 47,448 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,340,525 | 45,087 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,537,078 | 48,236 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,392,203 | 48,786 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||