Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,630,375
+$894,706 QoQ
Shares Held
29,421
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#1,493
of 5,056 holders
Holding Since
Mar 2020
26 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 Dec 31, 2023CallValue
$85,050
CallShares
500
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, 2026HOEY INVESTMENTS, INC holds $26,217,278 across 6 Banks - Diversified names. JPM ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
122,048 | $10,086,046 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
29,421 | $9,630,375 | |
| 3 | BAC |
Bank Of America Corp /De/
|
111,641 | $6,361,304 | |
| 4 | C |
Citigroup Inc
|
800 | $111,968 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
125 | $18,076 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
100 | $9,509 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,630,375 | 29,421 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,735,669 | 29,697 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,176,029 | 31,581 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,778,960 | 31,002 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,793,260 | 30,331 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,138,563 | 33,178 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,724,485 | 36,396 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,456,845 | 25,879 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,234,286 | 25,879 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,482,313 | 22,378 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $85,050 | 500 | Call | Sole | 2024-02-13 | |
| 2023-12-31 | $3,509,333 | 20,631 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,592,812 | 17,879 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $1,047,749 | 7,204 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $725,826 | 5,570 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $400,020 | 2,983 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $405,773 | 3,883 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $222,404 | 1,975 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,023,070 | 51,519 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $10,209,141 | 64,472 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,187,901 | 62,239 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,044,928 | 64,581 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $8,290,293 | 54,459 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $5,774,569 | 45,444 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,711,208 | 38,550 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,673,277 | 49,684 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,554,548 | 17,267 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||