Waterloo Capital, L.P.

Position in JPM — Jpmorgan Chase & Co

CIK 1730942 Austin, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$6,513,867

+$968,951 QoQ

Shares Held

19,900

+5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#1,851

of 5,057 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterloo Capital, L.P. holds $18,981,181 across 7 Banks - Diversified names. JPM ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	19,900	$6,513,867
2	WFC	Wells Fargo & Company/Mn	62,918	$5,199,543
3	BAC	Bank Of America Corp /De/	63,811	$3,635,950
4	C	Citigroup Inc	12,757	$1,785,469
5	TD	Toronto Dominion Bank	7,045	$855,474
6	RY	Royal Bank Of Canada	2,878	$595,659
7	BNY	Bank of New York Mellon Corp	2,733	$395,219

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,513,867	19,900	+5.6%	Shares	Sole	2026-07-29
2026-03-31	$5,544,916	18,850	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$6,058,058	18,801	-7.5%	Shares	Sole	2026-02-10
2025-09-30	$6,412,691	20,330	+0.5%	Shares	Sole	2025-11-05
2025-06-30	$5,861,980	20,220	+12.7%	Shares	Sole	2025-08-12
2025-03-31	$4,399,700	17,936	+10.8%	Shares	Sole	2025-05-12
2024-12-31	$3,881,624	16,193	-4.3%	Shares	Sole	2025-02-13
2024-09-30	$3,569,227	16,927	+2.6%	Shares	Sole	2024-11-14
2024-06-30	$3,338,099	16,504	-3.9%	Shares	Sole	2024-08-12
2024-03-31	$3,438,550	17,167	+2.2%	Shares	Sole	2024-05-14
2023-12-31	$2,857,680	16,800	+52.9%	Shares	Sole	2024-02-13
2023-09-30	$1,593,044	10,985	+10.8%	Shares	Sole	2023-11-14
2023-06-30	$1,442,328	9,917	-5.8%	Shares	Sole	2023-08-11
2023-03-31	$1,372,294	10,531	+28.7%	Shares	Sole	2023-05-15
2020-03-31	$736,895	8,185	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.