X-Square Capital, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1729300 GUAYNABO, PR

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,170,838

+$560,907 QoQ

Shares Held

12,742

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#2,263

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

X-Square Capital, LLC holds $6,350,342 across 5 Banks - Diversified names. JPM ranks #1 (65.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	12,742	$4,170,838
2	BAC	Bank Of America Corp /De/	19,559	$1,114,471
3	C	Citigroup Inc	4,104	$574,395
4	WFC	Wells Fargo & Company/Mn	3,745	$309,486
5	SAN	Banco Santander, S.A.	13,127	$181,152

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,170,838	12,742	+3.8%	Shares	Other	2026-08-12
2026-03-31	$3,609,931	12,272	-43.8%	Shares	Sole	2026-05-15
2025-12-31	$7,030,517	21,819	-2.1%	Shares	Sole	2026-02-11
2025-09-30	$7,031,880	22,293	+0.9%	Shares	Sole	2025-11-10
2025-06-30	$6,407,010	22,100	-0.4%	Shares	Sole	2025-08-05
2025-03-31	$5,445,414	22,199	+2.3%	Shares	Sole	2025-05-09
2024-12-31	$5,199,788	21,692	+0.1%	Shares	Sole	2025-02-12
2024-09-30	$4,567,437	21,661	+2.7%	Shares	Sole	2024-10-22
2024-06-30	$4,266,067	21,092	-1.0%	Shares	Sole	2024-08-06
2024-03-31	$4,265,588	21,296	+5.0%	Shares	Sole	2024-05-14
2023-12-31	$3,450,138	20,283	-3.8%	Shares	Sole	2024-02-09
2023-09-30	$3,057,601	21,084	0.0%	Shares	Sole	2023-11-13
2023-06-30	$3,066,456	21,084	-2.7%	Shares	Sole	2023-08-14
2023-03-31	$2,824,729	21,677	-7.5%	Shares	Sole	2023-05-11
2022-12-31	$3,143,706	23,443	-0.3%	Shares	Other	2023-02-02
2022-09-30	$2,456,795	23,510	+0.7%	Shares	Other	2022-11-04
2022-06-30	$2,628,430	23,341	-4.2%	Shares	Other	2022-08-05
2022-03-31	$3,322,800	24,375	+1.5%	Shares	Sole	2022-05-12
2021-12-31	$3,801,825	24,009	-5.2%	Shares	Sole	2022-02-14
2021-09-30	$4,145,449	25,325	+6.3%	Shares	Sole	2021-11-12
2021-06-30	$3,704,496	23,817	+21.1%	Shares	Sole	2021-08-16
2021-03-31	$2,993,907	19,667	+52.5%	Shares	Sole	2021-05-13
2020-12-31	$1,638,694	12,896	+10.6%	Shares	Sole	2021-02-12
2020-09-30	$1,122,508	11,660	-2.7%	Shares	Sole	2020-11-02
2020-06-30	$1,127,026	11,982	+59.3%	Shares	Sole	2020-08-13
2020-03-31	$677,025	7,520	—	Shares	Sole	2020-05-19
No filing history on record for this holder in this stock.