Position in JPM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,621,912,375
-$466,639,127 QoQ
Shares Held
19,111,750
+1.1% QoQ
Ownership
0.713%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 28.099828639449555.ToString("F0")%
Shared 0.ToString("F0")%
None 71.90017136055044.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$224,589,983
CallShares
763,496
PutValue
$509,985,192
PutShares
1,733,700
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, 2026UBS Group AG holds $13,960,742,268 across 19 Banks - Diversified names. JPM ranks #1 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
19,111,750 | $5,621,912,375 | |
| 2 | UBS |
UBS Group AG
|
106,890,182 | $4,176,199,407 | |
| 3 | BAC |
Bank Of America Corp /De/
|
27,456,463 | $1,338,502,566 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,396,355 | $827,653,820 | |
| 5 | C |
Citigroup Inc
|
6,969,507 | $790,411,785 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,078,905 | $365,250,499 | |
| 7 | TD |
Toronto Dominion Bank
|
1,901,313 | $177,411,513 | |
| 8 | RY |
Royal Bank Of Canada
|
1,030,378 | $166,694,550 |
All Filings in JPM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,589,983 | 763,496 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $509,985,192 | 1,733,700 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $5,621,912,375 | 19,111,750 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $744,779,308 | 2,311,400 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $6,088,551,502 | 18,895,635 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $234,422,138 | 727,522 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $250,814,164 | 795,150 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $688,425,975 | 2,182,500 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $6,170,203,819 | 19,561,246 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,924,782,528 | 20,436,627 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $214,423,234 | 739,620 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $459,101,476 | 1,583,600 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $5,388,375,822 | 21,966,473 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $572,128,153 | 2,332,361 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $256,103,257 | 1,044,041 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $940,166,591 | 3,922,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $4,784,920,100 | 19,961,287 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $365,284,001 | 1,523,858 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $304,116,208 | 1,442,266 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $4,029,298,009 | 19,108,878 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $703,787,422 | 3,337,700 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $236,294,290 | 1,168,270 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $455,792,910 | 2,253,500 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $3,808,885,273 | 18,831,629 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,524,467,578 | 17,595,944 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $303,454,900 | 1,515,002 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $573,478,930 | 2,863,100 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $307,446,734 | 1,807,447 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $714,360,294 | 4,199,649 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $2,736,573,728 | 16,088,029 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $170,175,894 | 1,173,465 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $2,264,722,518 | 15,616,622 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $463,237,386 | 3,194,300 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $96,470,352 | 663,300 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $387,204,912 | 2,662,300 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $2,273,059,066 | 15,628,844 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,082,102,035 | 15,978,068 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $313,812,542 | 2,408,200 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $107,675,153 | 826,300 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $212,240,070 | 1,582,700 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $397,928,340 | 2,967,400 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $2,311,951,045 | 17,240,500 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $286,591,250 | 2,742,500 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $116,392,100 | 1,113,800 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $1,707,725,621 | 16,341,872 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,897,027,377 | 16,845,994 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $99,141,844 | 880,400 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $313,281,020 | 2,782,000 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $165,424,320 | 1,213,500 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $735,132,864 | 5,392,700 | Put | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||