Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,839,240,170
+$578,821,761 QoQ
Shares Held
14,783,980
+2.1% QoQ
Ownership
0.556%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#25
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$360,063
PutShares
1,100
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 Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $7,674,252,097 across 19 Banks - Diversified names. JPM ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
14,783,980 | $4,839,240,170 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
10,423,007 | $861,357,296 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,940,847 | $737,369,460 | |
| 4 | C |
Citigroup Inc
|
3,481,642 | $487,290,612 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,455,308 | $210,452,088 | |
| 6 | BCS |
Barclays PLC
|
4,367,868 | $117,320,933 | |
| 7 | RY |
Royal Bank Of Canada
|
535,193 | $110,768,894 | |
| 8 | SAN |
Banco Santander, S.A.
|
4,055,047 | $55,959,647 |
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,839,240,170 | 14,783,980 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $360,063 | 1,100 | Put | Defined | 2026-08-14 | |
| 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. | ||||||