Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$182,521,825
+$23,934,582 QoQ
Shares Held
557,608
+3.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#284
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$5,662,809
PutShares
17,300
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, 2026Lido Advisors, LLC holds $281,287,381 across 16 Banks - Diversified names. JPM ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
557,608 | $182,521,825 | |
| 2 | BAC |
Bank Of America Corp /De/
|
566,034 | $32,252,614 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
311,667 | $25,756,159 | |
| 4 | C |
Citigroup Inc
|
178,527 | $24,986,637 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
45,585 | $6,592,045 | |
| 6 | ING |
Ing Groep NV
|
67,991 | $2,133,556 | |
| 7 | SAN |
Banco Santander, S.A.
|
138,071 | $1,905,379 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
10,052 | $955,844 |
All Filings in JPM
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,662,809 | 17,300 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $182,521,825 | 557,608 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $158,587,243 | 539,119 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $3,941,744 | 13,400 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $4,253,304 | 13,200 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $190,867,014 | 592,350 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $185,588,601 | 588,367 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $4,163,676 | 13,200 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $173,946 | 600 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $135,149,952 | 466,179 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $3,449,929 | 11,900 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $147,180 | 600 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $103,479,804 | 421,850 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $883,080 | 3,600 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $80,827,334 | 337,188 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $767,072 | 3,200 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $143,826 | 600 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $57,586,918 | 273,105 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $885,612 | 4,200 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $61,972,665 | 306,401 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $1,132,656 | 5,600 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $40,452 | 200 | Call | Sole | 2024-08-15 | |
| 2024-03-31 | $47,371,149 | 236,501 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $20,030 | 100 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $1,021,530 | 5,100 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $748,440 | 4,400 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $40,597,595 | 238,669 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $39,366,983 | 271,459 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $739,602 | 5,100 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $32,832,205 | 225,744 | Shares | Defined | 2023-08-09 | |
| 2023-06-30 | $683,568 | 4,700 | Put | Sole | 2023-08-09 | |
| 2023-03-31 | $899,139 | 6,900 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $30,240,128 | 232,063 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $844,830 | 6,300 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $22,631,385 | 168,765 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $25,217,313 | 241,314 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $658,350 | 6,300 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $630,616 | 5,600 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $22,893,725 | 203,301 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $463,488 | 3,400 | Put | Sole | 2022-05-17 | |
| 2022-03-31 | $25,218,109 | 184,992 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $24,570,694 | 155,167 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $538,390 | 3,400 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $23,616,374 | 144,275 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $556,546 | 3,400 | Put | Sole | 2022-02-15 | |
| 2021-06-30 | $591,052 | 3,800 | Put | Sole | 2021-08-12 | |
| 2021-06-30 | $24,124,876 | 155,104 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $279,972 | 1,800 | Call | Sole | 2021-08-12 | |
| 2021-03-31 | $228,345 | 1,500 | Call | Sole | 2021-11-12 | |
| 2021-03-31 | $22,435,352 | 147,378 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||