Position in JPM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$812,764
+$219,557 QoQ
Shares Held
2,763
+50.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026DGS Capital Management, LLC holds $7,797,201 across 7 Banks - Diversified names. JPM ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
162,597 | $3,521,851 | |
| 2 | SAN |
Banco Santander, S.A.
|
175,382 | $1,978,308 | |
| 3 | JPM |
Jpmorgan Chase & Co
This page
|
2,763 | $812,764 | |
| 4 | C |
Citigroup Inc
|
4,440 | $503,540 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,948 | $468,351 | |
| 6 | ING |
Ing Groep NV
|
10,071 | $262,349 | |
| 7 | BAC |
Bank Of America Corp /De/
|
5,129 | $250,038 |
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $812,764 | 2,763 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $593,207 | 1,841 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $592,692 | 1,879 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $347,602 | 1,199 | Shares | Sole | 2026-02-24 | |
| 2025-03-31 | $281,849 | 1,149 | Shares | Sole | 2026-02-24 | |
| 2024-12-31 | $248,579 | 1,037 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $208,329 | 988 | Shares | Sole | 2024-12-10 | |
| 2024-03-31 | $207,911 | 1,038 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||