Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$54,589,478
+$7,983,062 QoQ
Shares Held
166,772
+5.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#564
of 5,048 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026CallValue
$490,995
CallShares
1,500
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, 2026HUB Investment Partners, LLC holds $92,115,576 across 15 Banks - Diversified names. JPM ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
166,772 | $54,589,478 | |
| 2 | BAC |
Bank Of America Corp /De/
|
298,652 | $17,017,190 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
130,960 | $10,822,534 | |
| 4 | C |
Citigroup Inc
|
23,379 | $3,272,124 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
8,704 | $1,258,685 | |
| 6 | SAN |
Banco Santander, S.A.
|
66,109 | $912,304 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
28,730 | $719,973 | |
| 8 | BCS |
Barclays PLC
|
25,916 | $696,103 |
All Filings in JPM
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33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,995 | 1,500 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $54,589,478 | 166,772 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $46,606,416 | 158,439 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $558,904 | 1,900 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $50,411,319 | 156,450 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $32,222 | 100 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $48,588,206 | 154,038 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,713,978 | 154,234 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,997,705 | 154,903 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,926,875 | 141,533 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $27,985,760 | 132,722 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $26,297,642 | 130,019 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $25,069,948 | 125,162 | Shares | Sole | 2024-05-10 | |
| 2024-03-31 | $20,030 | 100 | Call | Sole | 2024-05-10 | |
| 2023-12-31 | $18,104,933 | 106,437 | Shares | Sole | 2024-02-06 | |
| 2023-12-31 | $17,010 | 100 | Call | Sole | 2024-02-06 | |
| 2023-09-30 | $14,502 | 100 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $4,195,573 | 28,931 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,544 | 100 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $3,675,850 | 25,274 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,010,030 | 23,099 | Shares | Sole | 2023-04-24 | |
| 2023-03-31 | $13,031 | 100 | Call | Sole | 2023-04-24 | |
| 2022-12-31 | $1,341,000 | 10,000 | Call | Sole | 2023-02-10 | |
| 2022-12-31 | $2,842,651 | 21,198 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,133,994 | 20,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,245,668 | 19,942 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,456,622 | 18,021 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,155,915 | 19,930 | Shares | Sole | 2022-02-11 | |
| 2021-12-31 | $47,000 | 4,700 | Call | Sole | 2022-02-11 | |
| 2021-09-30 | $3,798,262 | 23,204 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,593,440 | 23,103 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,881,865 | 25,500 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,695,408 | 21,212 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||