Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,650,857,117
+$509,285,264 QoQ
Shares Held
12,411,127
+27.3% QoQ
Ownership
0.463%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$76,687,512
CallShares
260,700
PutValue
$660,418,616
PutShares
2,245,100
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 Mar 31, 2026BARCLAYS PLC holds $7,134,983,771 across 17 Banks - Diversified names. JPM ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
12,411,127 | $3,650,857,117 | |
| 2 | BAC |
Bank Of America Corp /De/
|
28,705,101 | $1,399,373,672 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,679,353 | $611,353,290 | |
| 4 | C |
Citigroup Inc
|
4,705,855 | $533,691,012 | |
| 5 | BNS |
Bank Of Nova Scotia
|
5,004,525 | $346,863,626 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,982,570 | $235,192,277 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
1,579,728 | $213,800,386 | |
| 8 | SAN |
Banco Santander, S.A.
|
5,009,337 | $56,505,320 |
All Filings in JPM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,650,857,117 | 12,411,127 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $660,418,616 | 2,245,100 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $76,687,512 | 260,700 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $471,504,526 | 1,463,300 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $119,446,954 | 370,700 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $3,141,571,853 | 9,749,773 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $151,122,513 | 479,100 | Call | Sole | 2026-03-31 | |
| 2025-09-30 | $122,039,867 | 386,900 | Put | Sole | 2026-03-31 | |
| 2025-09-30 | $4,435,597,160 | 14,062,065 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $4,209,988,942 | 14,521,710 | Shares | Defined | 2026-02-27 | |
| 2025-06-30 | $112,282,143 | 387,300 | Call | Sole | 2026-02-27 | |
| 2025-06-30 | $181,541,642 | 626,200 | Put | Sole | 2026-02-27 | |
| 2025-03-31 | $32,502,250 | 132,500 | Call | Sole | 2026-03-17 | |
| 2025-03-31 | $25,584,790 | 104,300 | Put | Sole | 2026-03-17 | |
| 2025-03-31 | $2,958,203,440 | 12,059,533 | Shares | Defined | 2026-03-17 | |
| 2024-12-31 | $1,919,535,592 | 8,007,741 | Shares | Sole | 2026-03-19 | |
| 2024-12-31 | $44,729,886 | 186,600 | Call | Sole | 2026-03-19 | |
| 2024-12-31 | $117,505,842 | 490,200 | Put | Sole | 2026-03-19 | |
| 2024-09-30 | $36,816,156 | 174,600 | Call | Sole | 2026-03-31 | |
| 2024-09-30 | $1,918,130,370 | 9,096,701 | Shares | Defined | 2026-03-31 | |
| 2024-09-30 | $122,952,466 | 583,100 | Put | Sole | 2026-03-31 | |
| 2024-06-30 | $2,089,723,620 | 10,331,868 | Shares | Defined | 2026-03-23 | |
| 2024-06-30 | $156,266,076 | 772,600 | Call | Sole | 2026-03-23 | |
| 2024-03-31 | $2,208,090,172 | 11,023,915 | Shares | Sole | 2026-03-24 | |
| 2024-03-31 | $41,141,620 | 205,400 | Call | Sole | 2026-03-24 | |
| 2024-03-31 | $126,789,900 | 633,000 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $155,760,570 | 915,700 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $1,468,737,293 | 8,634,552 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $119,121,030 | 700,300 | Call | Sole | 2026-03-24 | |
| 2023-09-30 | $1,136,524,057 | 7,837,016 | Shares | Defined | 2026-03-26 | |
| 2023-06-30 | $1,225,037,481 | 8,422,975 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $126,061,894 | 967,400 | Put | Sole | 2026-03-30 | |
| 2023-03-31 | $173,064,711 | 1,328,100 | Call | Sole | 2026-03-30 | |
| 2023-03-31 | $676,854,112 | 5,194,184 | Shares | Defined | 2026-03-30 | |
| 2022-12-31 | $912,168,178 | 6,802,149 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $70,415,910 | 525,100 | Put | Sole | 2026-03-30 | |
| 2022-12-31 | $111,396,870 | 830,700 | Call | Sole | 2026-03-30 | |
| 2022-09-30 | $843,431,934 | 8,071,119 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $119,096,336 | 1,057,600 | Put | Sole | 2022-08-12 | |
| 2022-06-30 | $581,775,013 | 5,166,282 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $48,512,388 | 430,800 | Call | Sole | 2022-08-12 | |
| 2022-03-31 | $878,703,858 | 6,445,891 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $307,404,855 | 1,941,300 | Put | Sole | 2022-02-23 | |
| 2021-12-31 | $11,417,035 | 72,100 | Call | Sole | 2022-02-23 | |
| 2021-12-31 | $1,649,731,152 | 10,418,258 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,634,466,583 | 9,985,134 | Shares | Sole | 2021-11-09 | |
| 2021-09-30 | $303,694,057 | 1,855,300 | Put | Sole | 2021-11-09 | |
| 2021-06-30 | $54,439,000 | 350,000 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $321,921,138 | 2,069,700 | Put | Sole | 2021-08-13 | |
| 2021-06-30 | $1,262,957,732 | 8,119,826 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||