Position in JPM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$19,314,680,910
+$1,038,649,611 QoQ
Shares Held
65,660,460
+15.8% QoQ
Ownership
2.45%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 41.91394638417093.ToString("F0")%
Shared 0.ToString("F0")%
None 58.08605361582907.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Sep 30, 2025CallValue
$237,503,018
CallShares
752,950
PutValue
$129,638,575
PutShares
410,990
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, 2026BANK OF AMERICA CORP /DE/ holds $32,058,590,570 across 19 Banks - Diversified names. JPM ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
65,660,460 | $19,314,680,910 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
51,973,069 | $4,137,576,020 | |
| 3 | C |
Citigroup Inc
|
26,869,012 | $3,047,214,648 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,663,969 | $1,976,846,638 | |
| 5 | BAC |
Bank Of America Corp /De/
|
10,006,198 | $487,802,150 | |
| 6 | TD |
Toronto Dominion Bank
|
4,967,545 | $463,521,621 | |
| 7 | UBS |
UBS Group AG
|
9,654,984 | $377,220,221 | |
| 8 | BNS |
Bank Of Nova Scotia
|
5,024,708 | $348,262,509 |
All Filings in JPM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,314,680,910 | 65,660,460 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $18,276,031,299 | 56,719,109 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,217,066,639 | 57,753,120 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $237,503,018 | 752,950 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $129,638,575 | 410,990 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $15,618,325,485 | 53,873,014 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $558,018,768 | 1,924,800 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $770,261,879 | 2,656,900 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $175,487,620 | 715,400 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $213,337,410 | 869,700 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $11,672,761,168 | 47,585,655 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $486,731,155 | 2,030,500 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $450,582,887 | 1,879,700 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $11,840,153,036 | 49,393,655 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,553,530,345 | 50,049,940 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $423,153,848 | 2,006,800 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $303,975,776 | 1,441,600 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $262,998,678 | 1,300,300 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $10,400,835,594 | 51,423,097 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $124,228,092 | 614,200 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $10,219,656,321 | 51,021,749 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $211,677,040 | 1,056,800 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $198,377,120 | 990,400 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $8,686,234,571 | 51,065,459 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $285,989,130 | 1,681,300 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $226,250,010 | 1,330,100 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $117,393,690 | 809,500 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $153,779,208 | 1,060,400 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $7,682,523,539 | 52,975,614 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $239,888,736 | 1,649,400 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $8,123,043,319 | 55,851,508 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $249,691,392 | 1,716,800 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $171,787,673 | 1,318,300 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $320,614,724 | 2,460,400 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $8,054,927,605 | 61,813,580 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $116,546,310 | 869,100 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $7,451,061,725 | 55,563,473 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $166,525,380 | 1,241,800 | Put | Defined | 2023-02-10 | |
| 2022-09-30 | $5,579,178,712 | 53,389,270 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $124,961,100 | 1,195,800 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $100,602,150 | 962,700 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $6,378,109,680 | 56,638,928 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $77,926,120 | 692,000 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $206,143,866 | 1,830,600 | Call | Defined | 2022-08-12 | |
| 2022-03-31 | $60,103,488 | 440,900 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $7,401,171,590 | 54,292,632 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $127,772,736 | 937,300 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $100,805,610 | 636,600 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $116,371,415 | 734,900 | Call | Defined | 2022-02-08 | |
| 2021-12-31 | $8,043,987,124 | 50,798,782 | Shares | Defined | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||