Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$574,873,305
+$63,487,920 QoQ
Shares Held
1,756,250
+1.0% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#134
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$36,332
CallShares
111
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, 2026M&T Bank Corp holds $880,122,678 across 18 Banks - Diversified names. JPM ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,756,250 | $574,873,305 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,299,488 | $188,004,818 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
335,262 | $27,706,048 | |
| 4 | C |
Citigroup Inc
|
129,232 | $18,087,306 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
120,855 | $11,492,098 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
72,320 | $10,458,190 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
58,015 | $10,251,247 | |
| 8 | RY |
Royal Bank Of Canada
|
47,107 | $9,749,732 |
All Filings in JPM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,873,305 | 1,756,250 | Shares | Defined | 2026-08-04 | |
| 2026-06-30 | $36,332 | 111 | Call | Defined | 2026-08-04 | |
| 2026-03-31 | $511,385,385 | 1,738,460 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $29,414 | 100 | Call | Defined | 2026-05-12 | |
| 2025-12-31 | $579,354,777 | 1,798,010 | Shares | Defined | 2026-01-30 | |
| 2025-12-31 | $33,186 | 103 | Call | Defined | 2026-01-30 | |
| 2025-09-30 | $561,660,958 | 1,780,620 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $50,781 | 161 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $536,843,152 | 1,851,758 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $45,513 | 157 | Call | Defined | 2025-08-13 | |
| 2025-03-31 | $473,386,064 | 1,929,825 | Shares | Defined | 2025-04-30 | |
| 2025-03-31 | $32,376 | 132 | Call | Defined | 2025-04-30 | |
| 2024-12-31 | $491,428,503 | 2,050,096 | Shares | Defined | 2025-02-06 | |
| 2024-12-31 | $36,433 | 152 | Call | Defined | 2025-02-06 | |
| 2024-09-30 | $437,250,886 | 2,073,655 | Shares | Defined | 2024-11-19 | |
| 2024-09-30 | $30,150 | 143 | Call | Defined | 2024-11-19 | |
| 2024-06-30 | $35,596 | 176 | Call | Defined | 2024-07-31 | |
| 2024-06-30 | $429,860,944 | 2,125,289 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $413,255,549 | 2,063,183 | Shares | Defined | 2024-05-07 | |
| 2024-03-31 | $43,463 | 217 | Call | Defined | 2024-05-07 | |
| 2023-12-31 | $348,924,078 | 2,051,288 | Shares | Defined | 2024-02-06 | |
| 2023-12-31 | $28 | 4 | Put | Defined | 2024-02-06 | |
| 2023-12-31 | $31,978 | 188 | Call | Defined | 2024-02-06 | |
| 2023-09-30 | $580 | 4 | Put | Defined | 2023-11-02 | |
| 2023-09-30 | $26,827 | 185 | Call | Defined | 2023-11-02 | |
| 2023-09-30 | $298,888,530 | 2,061,016 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $21,960 | 151 | Call | Defined | 2023-08-09 | |
| 2023-06-30 | $581 | 4 | Put | Defined | 2023-08-09 | |
| 2023-06-30 | $307,806,006 | 2,116,378 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $521 | 4 | Put | Defined | 2023-05-11 | |
| 2023-03-31 | $276,957,607 | 2,125,375 | Shares | Defined | 2023-05-11 | |
| 2023-03-31 | $8,255 | 161 | Call | Defined | 2023-05-11 | |
| 2022-12-31 | $280,177,266 | 2,089,316 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $211,948,042 | 2,028,211 | Shares | Defined | 2022-11-17 | |
| 2022-09-30 | $4,985 | 194 | Call | Defined | 2022-11-17 | |
| 2022-06-30 | $223,650,772 | 1,986,065 | Shares | Defined | 2022-08-05 | |
| 2022-06-30 | $17,227 | 153 | Call | Defined | 2022-08-05 | |
| 2022-03-31 | $21,400 | 157 | Call | Defined | 2022-05-09 | |
| 2022-03-31 | $229,457,501 | 1,683,227 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $283,227,178 | 1,788,615 | Shares | Defined | 2022-02-07 | |
| 2021-12-31 | $25,276 | 234 | Call | Defined | 2022-02-07 | |
| 2021-09-30 | $292,271,269 | 1,785,517 | Shares | Defined | 2021-10-28 | |
| 2021-09-30 | $37,483 | 229 | Call | Defined | 2021-10-28 | |
| 2021-06-30 | $283,822,387 | 1,824,755 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $35,306 | 227 | Call | Defined | 2021-08-13 | |
| 2021-03-31 | $8,980 | 59 | Call | Defined | 2021-05-06 | |
| 2021-03-31 | $293,631,722 | 1,928,869 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $6,988 | 55 | Call | Defined | 2021-02-12 | |
| 2020-12-31 | $247,576,828 | 1,948,350 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,635 | 17 | Call | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||