Tidal Investments LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1600064 MILWAUKEE, WI

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$194,872,313

+$33,259,928 QoQ

Shares Held

595,339

+8.4% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#272

of 5,072 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 44% Shared 56% None 0%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Jun 30, 2026

CallValue

$27,397,521

CallShares

83,700

PutValue

PutShares

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, 2026

Tidal Investments LLC holds $465,359,312 across 10 Banks - Diversified names. JPM ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	595,339	$194,872,313
2	BNY	Bank of New York Mellon Corp	793,714	$114,778,980
3	BAC	Bank Of America Corp /De/	1,488,048	$84,788,973
4	C	Citigroup Inc	201,385	$28,185,844
5	WFC	Wells Fargo & Company/Mn	312,467	$25,822,272
6	UBS	UBS Group AG	167,457	$8,299,168
7	TD	Toronto Dominion Bank	48,237	$5,857,418
8	BNS	Bank Of Nova Scotia	20,205	$1,754,602

All Filings in JPM

Export CSV

36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,397,521	83,700	-74.8%	Call	Defined	2026-08-13
2026-06-30	$194,872,313	595,339	+8.4%	Shares	Defined	2026-08-13
2026-03-31	$161,612,385	549,403	+14.1%	Shares	Defined	2026-05-15
2025-12-31	$155,098,662	481,344	+20.6%	Shares	Defined	2026-02-13
2025-12-31	$106,880,374	331,700	-20.5%	Call	Defined	2026-02-13
2025-09-30	$131,534,310	417,000	+9146.1%	Call	Sole	2025-11-14
2025-09-30	$125,933,534	399,244	+39.3%	Shares	Sole	2025-11-14
2025-06-30	$1,307,494	4,510	+10.3%	Call	Sole	2025-08-14
2025-06-30	$83,089,655	286,605	+9.4%	Shares	Defined	2025-08-14
2025-03-31	$64,241,617	261,890	-5.4%	Shares	Sole	2025-05-14
2025-03-31	$94,070	4,090	+19.6%	Call	Sole	2025-05-14
2024-12-31	$819,808	3,420	+54.1%	Call	Defined	2025-02-14
2024-12-31	$66,373,780	276,892	+98.5%	Shares	Defined	2025-02-14
2024-09-30	$468,109	2,220	+88.9%	Call	Defined	2024-11-25
2024-09-30	$29,416,867	139,509	+3.3%	Shares	Sole	2024-11-25
2024-06-30	$237,655	1,175	+95.8%	Call	Defined	2024-08-14
2024-06-30	$27,307,527	135,012	+30.6%	Shares	Sole	2024-08-14
2024-03-31	$120,180	600	+64.4%	Call	Defined	2024-05-16
2024-03-31	$20,709,017	103,390	+29.0%	Shares	Sole	2024-05-16
2023-12-31	$13,632,154	80,142	+8.5%	Shares	Sole	2024-02-15
2023-12-31	$62,086	365	—	Call	Defined	2024-02-15
2023-09-30	$10,714,367	73,882	+12.9%	Shares	Defined	2023-11-15
2023-06-30	$9,515,992	65,429	+22.6%	Shares	Defined	2023-08-14
2023-03-31	$6,953,862	53,364	-7.7%	Shares	Defined	2023-05-15
2022-12-31	$7,755,941	57,837	+20.9%	Shares	Sole	2023-02-15
2022-09-30	$5,000,429	47,851	+44.2%	Shares	Sole	2022-11-23
2022-06-30	$3,737,525	33,190	-15.2%	Shares	Sole	2022-08-15
2022-03-31	$5,334,746	39,134	+1163.2%	Shares	Sole	2022-05-20
2021-12-31	$490,567	3,098	-91.8%	Shares	Defined	2022-02-16
2021-09-30	$6,151,633	37,581	+11.9%	Shares	Sole	2021-11-15
2021-06-30	$5,223,654	33,584	+117.3%	Shares	Sole	2021-08-13
2021-03-31	$2,352,714	15,455	+19.7%	Shares	Sole	2021-05-17
2020-12-31	$1,640,346	12,909	+8.0%	Shares	Sole	2021-02-16
2020-09-30	$1,150,618	11,952	-39.8%	Shares	Sole	2020-11-16
2020-06-30	$1,868,124	19,861	-5.5%	Shares	Defined	2020-08-17
2020-03-31	$1,891,529	21,010	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.