Position in JPM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,260,418,409
-$395,158,891 QoQ
Shares Held
14,483,337
+0.2% QoQ
Ownership
0.541%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 9.05701496830461.ToString("F0")%
Shared 0.ToString("F0")%
None 90.94298503169539.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
$205,912
PutShares
700
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, 2026RAYMOND JAMES FINANCIAL INC holds $6,778,899,077 across 19 Banks - Diversified names. JPM ranks #1 (62.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
14,483,337 | $4,260,418,409 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
11,160,812 | $888,512,239 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,129,999 | $591,337,449 | |
| 4 | C |
Citigroup Inc
|
3,494,347 | $396,293,891 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,400,266 | $166,113,553 | |
| 6 | BCS |
Barclays PLC
|
4,588,780 | $97,098,583 | |
| 7 | RY |
Royal Bank Of Canada
|
522,141 | $84,471,970 | |
| 8 | SAN |
Banco Santander, S.A.
|
4,179,089 | $47,140,121 |
All Filings in JPM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,912 | 700 | Put | Defined | 2026-05-14 | |
| 2026-03-31 | $4,260,418,409 | 14,483,337 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $289,998 | 900 | Put | Defined | 2026-02-18 | |
| 2025-12-31 | $4,655,577,300 | 14,448,443 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $283,887 | 900 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $4,556,702,723 | 14,446,003 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,212,176,313 | 14,529,255 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $144,955 | 500 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $3,585,836,361 | 14,618,167 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $98,120 | 400 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $3,513,045,691 | 14,655,399 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $239,710 | 1,000 | Put | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||