Position in JPM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$6,765,865,613
-$672,873,082 QoQ
Shares Held
23,000,631
-0.4% QoQ
Ownership
0.858%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.17022546033628.ToString("F0")%
Shared 0.00028260094255674987.ToString("F0")%
None 2.8294919387211594.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$2,941,600
CallShares
10,000
PutValue
$6,942,176
PutShares
23,600
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, 2026WELLS FARGO & COMPANY/MN holds $11,158,964,030 across 19 Banks - Diversified names. JPM ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
23,000,631 | $6,765,865,613 | |
| 2 | BAC |
Bank Of America Corp /De/
|
32,588,899 | $1,588,708,824 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
8,994,236 | $1,066,986,214 | |
| 4 | C |
Citigroup Inc
|
9,291,487 | $1,053,747,539 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,710,563 | $215,787,918 | |
| 6 | BCS |
Barclays PLC
|
3,171,897 | $67,117,338 | |
| 7 | ING |
Ing Groep NV
|
2,332,373 | $60,758,316 | |
| 8 | SAN |
Banco Santander, S.A.
|
4,173,022 | $47,071,686 |
All Filings in JPM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,941,600 | 10,000 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $6,765,865,613 | 23,000,631 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $6,942,176 | 23,600 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $13,372,130 | 41,500 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $7,438,738,695 | 23,085,900 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,326,158,251 | 23,225,940 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $12,554,114 | 39,800 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $1,188,631 | 4,100 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $6,855,883,868 | 23,648,318 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $23,221,791 | 80,100 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $3,581,380 | 14,600 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $13,810,390 | 56,300 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $5,886,569,576 | 23,997,430 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,537,301 | 23,100 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $27,974,157 | 116,700 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $5,809,805,722 | 24,236,810 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $38,039,144 | 180,400 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $3,690,050 | 17,500 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $5,162,494,444 | 24,483,043 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,999,497,465 | 24,718,172 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $8,596,050 | 42,500 | Put | Defined | 2024-08-13 | |
| 2024-03-31 | $4,995,202,378 | 24,938,604 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $8,512,750 | 42,500 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $4,246,602,461 | 24,965,329 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $10,512,180 | 61,800 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $595,350 | 3,500 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $3,593,508,585 | 24,779,400 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $7,178,490 | 49,500 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $507,570 | 3,500 | Call | Defined | 2023-11-13 | |
| 2023-06-30 | $11,038,896 | 75,900 | Call | Defined | 2023-08-15 | |
| 2023-06-30 | $23,648,544 | 162,600 | Put | Defined | 2023-08-15 | |
| 2023-06-30 | $3,586,976,102 | 24,662,927 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $30,583,757 | 234,700 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $11,141,505 | 85,500 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $3,253,617,606 | 24,968,288 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,894,650 | 36,500 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $469,350 | 3,500 | Call | Defined | 2023-02-13 | |
| 2022-12-31 | $3,422,741,578 | 25,523,800 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,685,094,895 | 25,694,688 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $3,385,800 | 32,400 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $2,308,505 | 20,500 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $2,917,373,417 | 25,906,877 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $30,776,313 | 273,300 | Call | Defined | 2022-08-12 | |
| 2022-03-31 | $49,075,200 | 360,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $2,576,448 | 18,900 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $3,637,821,340 | 26,685,896 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,121,622,948 | 26,028,563 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,365,778,278 | 26,671,014 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,079,959,782 | 26,230,936 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,085,046,073 | 26,834,698 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||