Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,035,379,660
-$119,480,985 QoQ
Shares Held
3,519,784
-1.8% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.17852572771511.ToString("F0")%
Shared 0.19225611571619167.ToString("F0")%
None 7.629218156568698.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$10,295
PutShares
35
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, 2026US BANCORP \DE\ holds $1,748,161,791 across 19 Banks - Diversified names. JPM ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,519,784 | $1,035,379,660 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,032,228 | $342,821,114 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,510,494 | $199,860,426 | |
| 4 | C |
Citigroup Inc
|
492,544 | $55,859,413 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
186,637 | $22,140,745 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
172,327 | $14,215,252 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
629,357 | $13,631,871 | |
| 8 | RY |
Royal Bank Of Canada
|
80,205 | $12,975,564 |
All Filings in JPM
Export CSV
49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,295 | 35 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $1,035,379,660 | 3,519,784 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,277 | 35 | Put | Defined | 2026-01-30 | |
| 2025-12-31 | $1,154,860,645 | 3,584,075 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $11,039 | 35 | Put | Defined | 2025-11-12 | |
| 2025-09-30 | $1,153,083,382 | 3,655,592 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,080,210,167 | 3,726,019 | Shares | Defined | 2025-07-24 | |
| 2025-06-30 | $10,146 | 35 | Put | Defined | 2025-07-24 | |
| 2025-03-31 | $8,585 | 35 | Put | Defined | 2025-05-08 | |
| 2025-03-31 | $931,944,494 | 3,799,203 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,992 | 25 | Put | Other | 2025-02-05 | |
| 2024-12-31 | $922,665,841 | 3,849,092 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $5,271 | 25 | Put | Other | 2024-10-28 | |
| 2024-09-30 | $821,195,955 | 3,894,508 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $5,056 | 25 | Put | Other | 2024-08-07 | |
| 2024-06-30 | $795,103,677 | 3,931,097 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $5,007 | 25 | Put | Other | 2024-05-08 | |
| 2024-03-31 | $793,944,531 | 3,963,777 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $5,953 | 35 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $683,511,977 | 4,018,295 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $584,797,209 | 4,032,528 | Shares | Defined | 2023-11-03 | |
| 2023-09-30 | $6,525 | 45 | Put | Defined | 2023-11-03 | |
| 2023-06-30 | $596,070,712 | 4,098,396 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,863 | 45 | Put | Defined | 2023-05-09 | |
| 2023-03-31 | $548,068,089 | 4,205,879 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $574,270,507 | 4,282,405 | Shares | Defined | 2023-02-13 | |
| 2022-12-31 | $7,375 | 55 | Put | Defined | 2023-02-13 | |
| 2022-09-30 | $385,038,609 | 3,684,580 | Shares | Defined | 2022-10-27 | |
| 2022-09-30 | $5,747 | 55 | Put | Defined | 2022-10-27 | |
| 2022-06-30 | $7,094 | 63 | Put | Defined | 2022-08-01 | |
| 2022-06-30 | $423,883,069 | 3,764,169 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $5,861 | 43 | Put | Defined | 2022-05-11 | |
| 2022-03-31 | $514,811,116 | 3,776,490 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $6,808 | 43 | Put | Defined | 2022-02-11 | |
| 2021-12-31 | $601,380,995 | 3,797,796 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $618,651,458 | 3,779,409 | Shares | Defined | 2021-11-10 | |
| 2021-09-30 | $8,675 | 53 | Put | Defined | 2021-11-10 | |
| 2021-06-30 | $9,020 | 58 | Put | Defined | 2021-08-05 | |
| 2021-06-30 | $594,688,679 | 3,823,381 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $7,306 | 48 | Put | Defined | 2021-04-28 | |
| 2021-03-31 | $589,273,347 | 3,870,941 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $10,673 | 84 | Put | Defined | 2021-02-04 | |
| 2020-12-31 | $484,740,282 | 3,814,750 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $360,483,591 | 3,744,506 | Shares | Defined | 2020-11-10 | |
| 2020-09-30 | $13,188 | 137 | Put | Defined | 2020-11-10 | |
| 2020-06-30 | $344,434,738 | 3,661,862 | Shares | Defined | 2020-08-07 | |
| 2020-06-30 | $12,509 | 133 | Put | Defined | 2020-08-07 | |
| 2020-03-31 | $312,610,087 | 3,472,288 | Shares | Defined | 2020-05-13 | |
| 2020-03-31 | $10,982 | 122 | Put | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||