Tidal Investments LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1600064 MILWAUKEE, WI

Back to JPM Full portfolio

Position in JPM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$161,612,385

+$6,513,723 QoQ

Shares Held

549,403

+14.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 40.22584514463882.ToString("F0")% Shared 59.77415485536118.ToString("F0")% None 0.ToString("F0")%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Dec 31, 2025

CallValue

$106,880,374

CallShares

331,700

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 Mar 31, 2026

Tidal Investments LLC holds $382,163,273 across 8 Banks - Diversified names. JPM ranks #1 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	549,403	$161,612,385
2	BNY	Bank of New York Mellon Corp	910,526	$108,015,698
3	BAC	Bank Of America Corp /De/	1,288,184	$62,798,969
4	WFC	Wells Fargo & Company/Mn	275,612	$21,941,470
5	C	Citigroup Inc	192,120	$21,788,328
6	TD	Toronto Dominion Bank	47,959	$4,475,054
7	BNS	Bank Of Nova Scotia	18,768	$1,300,810
8	HSBC	Hsbc Holdings PLC	2,795	$230,559

All Filings in JPM

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$161,612,385	549,403	+14.1%	Shares	Defined	2026-05-15
2025-12-31	$155,098,662	481,344	+45.1%	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	+4.4%	Call	Sole	2025-11-14
2025-09-30	$125,933,534	399,244	+8752.4%	Shares	Sole	2025-11-14
2025-06-30	$1,307,494	4,510	-98.4%	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	+6303.2%	Shares	Sole	2025-05-14
2025-03-31	$1,003,277	4,090	+19.6%	Call	Sole	2025-05-14
2024-12-31	$819,808	3,420	-98.8%	Call	Defined	2025-02-14
2024-12-31	$66,373,780	276,892	+98.5%	Shares	Defined	2025-02-14
2024-09-30	$29,416,867	139,509	+6184.2%	Shares	Sole	2024-11-25
2024-09-30	$468,109	2,220	+88.9%	Call	Defined	2024-11-25
2024-06-30	$237,655	1,175	-99.1%	Call	Defined	2024-08-14
2024-06-30	$27,307,527	135,012	+22402.0%	Shares	Sole	2024-08-14
2024-03-31	$120,180	600	-99.4%	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	+21856.7%	Shares	Sole	2024-02-15
2023-12-31	$62,086	365	-99.5%	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	2023-05-23
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.