Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$107,623,810
+$10,203,904 QoQ
Shares Held
328,793
-0.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#389
of 5,058 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$490,995
CallShares
1,500
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 Jun 30, 2026Vontobel Holding Ltd. holds $965,910,474 across 12 Banks - Diversified names. JPM ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
14,698,356 | $728,450,520 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
328,793 | $107,623,810 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
265,103 | $38,336,543 | |
| 4 | C |
Citigroup Inc
|
202,997 | $28,411,458 | |
| 5 | RY |
Royal Bank Of Canada
|
95,330 | $19,730,448 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
105,819 | $18,698,217 | |
| 7 | BAC |
Bank Of America Corp /De/
|
268,103 | $15,276,506 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
90,392 | $7,469,992 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,995 | 1,500 | Call | Defined | 2026-08-03 | |
| 2026-06-30 | $107,623,810 | 328,793 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $97,419,906 | 331,180 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,933,320 | 6,000 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $122,812,215 | 381,144 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $114,037,720 | 361,531 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $101,196,561 | 349,062 | Shares | Defined | 2025-07-23 | |
| 2025-06-30 | $8,117,480 | 28,000 | Call | Defined | 2025-07-23 | |
| 2025-03-31 | $84,995,712 | 346,497 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $69,610,343 | 290,394 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $58,827,617 | 278,989 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $57,036,711 | 281,997 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $60,795,854 | 303,524 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $57,595,348 | 338,597 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $49,071,720 | 338,379 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $48,813,880 | 335,629 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $44,891,271 | 344,496 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $47,165,247 | 351,717 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $31,910,642 | 305,365 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $28,875,566 | 256,421 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $33,492,867 | 245,693 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $29,027,453 | 183,312 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $25,790,012 | 157,554 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $21,230,120 | 136,493 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $28,515,721 | 187,320 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $26,578,341 | 209,163 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||