Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$32,612,869
+$4,076,996 QoQ
Shares Held
99,633
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#756
of 5,057 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2021CallValue
$40,000
CallShares
1,600
PutValue
$0
PutShares
0
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, 2026RITHOLTZ WEALTH MANAGEMENT holds $165,375,231 across 19 Banks - Diversified names. JPM ranks #1 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
99,633 | $32,612,869 | |
| 2 | C |
Citigroup Inc
|
132,051 | $18,481,857 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
188,863 | $17,958,982 | |
| 4 | BAC |
Bank Of America Corp /De/
|
268,949 | $15,324,714 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
453,258 | $11,358,645 | |
| 6 | RY |
Royal Bank Of Canada
|
38,756 | $8,021,329 | |
| 7 | UBS |
UBS Group AG
|
158,219 | $7,841,333 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
90,739 | $7,498,670 |
All Filings in JPM
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,612,869 | 99,633 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $28,535,873 | 97,008 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $31,307,861 | 97,163 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $29,509,107 | 93,552 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $25,276,383 | 87,187 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $19,361,774 | 78,931 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $18,492,907 | 77,147 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $15,423,776 | 73,147 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $14,622,386 | 72,295 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $14,405,776 | 71,921 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $11,358,427 | 66,775 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,757,467 | 60,388 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,786,275 | 53,536 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,998,429 | 46,032 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $5,684,633 | 42,391 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $6,489,450 | 62,100 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,598,767 | 40,838 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,379,416 | 32,126 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,348,112 | 33,774 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,951,295 | 30,248 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $4,497,128 | 28,913 | Shares | Sole | 2021-07-20 | |
| 2021-06-30 | $40,000 | 1,600 | Call | Sole | 2021-07-20 | |
| 2021-03-31 | $76,115 | 500 | Call | Sole | 2021-05-12 | |
| 2021-03-31 | $3,795,550 | 24,933 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $13,000 | 600 | Call | Sole | 2021-01-19 | |
| 2020-12-31 | $2,653,856 | 20,885 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,559,766 | 16,202 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,451,533 | 15,432 | Shares | Sole | 2020-07-15 | |
| 2020-06-30 | $23,000 | 1,700 | Call | Sole | 2020-07-15 | |
| 2020-03-31 | $871,220 | 9,677 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||