Lavaca Capital LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1641447 HOUSTON, TX

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$555,151

+$141,268 QoQ

Shares Held

1,696

+20.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#4,193

of 5,058 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Jun 30, 2022

CallValue

CallShares

PutValue

$822,053

PutShares

7,300

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

Lavaca Capital LLC holds $1,227,765 across 5 Banks - Diversified names. JPM ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,696	$555,151
2	BAC	Bank Of America Corp /De/	8,524	$485,697
3	UBS	UBS Group AG	1,784	$88,415
4	BNY	Bank of New York Mellon Corp	400	$57,844
5	WFC	Wells Fargo & Company/Mn	492	$40,658

All Filings in JPM

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$555,151	1,696	+20.5%	Shares	Sole	2026-08-14
2026-03-31	$413,883	1,407	0.0%	Shares	Sole	2026-05-13
2025-12-31	$453,363	1,407	0.0%	Shares	Sole	2026-02-13
2025-09-30	$443,810	1,407	0.0%	Shares	Sole	2025-11-13
2025-03-31	$345,137	1,407	-11.9%	Shares	Sole	2025-05-15
2024-12-31	$382,816	1,597	+58.6%	Shares	Sole	2025-02-14
2024-09-30	$212,336	1,007	0.0%	Shares	Sole	2024-11-14
2024-06-30	$203,675	1,007	0.0%	Shares	Sole	2024-08-13
2024-03-31	$201,702	1,007	-89.5%	Shares	Sole	2024-05-15
2023-09-30	$1,388,131	9,572	+0.9%	Shares	Sole	2023-11-13
2023-06-30	$1,379,352	9,484	+49.0%	Shares	Sole	2023-08-28
2023-03-31	$829,292	6,364	+10.4%	Shares	Sole	2023-05-15
2022-12-31	$772,952	5,764	+164.8%	Shares	Sole	2023-02-14
2022-09-30	$227,496	2,177	-80.2%	Shares	Sole	2022-11-14
2022-06-30	$822,053	7,300	-1.4%	Put	Sole	2022-08-12
2022-06-30	$1,236,570	10,981	-4.2%	Shares	Sole	2022-08-12
2022-03-31	$1,562,636	11,463	+5.0%	Shares	Sole	2022-05-13
2022-03-31	$1,008,768	7,400	0.0%	Put	Sole	2022-05-13
2021-12-31	$1,171,790	7,400	+42.3%	Put	Sole	2022-02-10
2021-12-31	$1,727,915	10,912	-16.7%	Shares	Sole	2022-02-10
2021-09-30	$851,188	5,200	0.0%	Put	Sole	2021-11-12
2021-09-30	$2,144,830	13,103	+28.0%	Shares	Sole	2021-11-12
2021-06-30	$808,808	5,200	—	Put	Sole	2021-08-13
2021-06-30	$1,592,262	10,237	+120.8%	Shares	Sole	2021-08-13
2021-03-31	$705,890	4,637	-19.8%	Shares	Sole	2021-05-14
2021-03-31	$456,690	3,000	+36.4%	Call	Sole	2021-05-14
2020-12-31	$734,845	5,783	+3.7%	Shares	Sole	2021-01-13
2020-09-30	$536,801	5,576	-6.1%	Shares	Sole	2020-11-10
2020-09-30	$211,794	2,200	-8.3%	Call	Sole	2020-11-10
2020-06-30	$225,744	2,400	—	Call	Sole	2020-08-11
2020-06-30	$558,340	5,936	+77.9%	Shares	Sole	2020-08-11
2020-03-31	$300,340	3,336	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.