Position in JPM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,963,587,119
-$473,921,780 QoQ
Shares Held
6,675,235
-11.8% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.76914670419843.ToString("F0")%
Shared 0.ToString("F0")%
None 0.23085329580157105.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$16,531,792
CallShares
56,200
PutValue
$58,008,352
PutShares
197,200
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, 2026HSBC HOLDINGS PLC holds $4,167,533,553 across 11 Banks - Diversified names. JPM ranks #1 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
6,675,235 | $1,963,587,119 | |
| 2 | BAC |
Bank Of America Corp /De/
|
15,164,144 | $739,252,015 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,692,992 | $612,439,086 | |
| 4 | C |
Citigroup Inc
|
5,307,292 | $601,899,980 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,837,361 | $217,966,132 | |
| 6 | RY |
Royal Bank Of Canada
|
119,704 | $19,365,711 | |
| 7 | TD |
Toronto Dominion Bank
|
97,998 | $9,144,191 | |
| 8 | UBS |
UBS Group AG
|
62,889 | $2,457,072 |
All Filings in JPM
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,531,792 | 56,200 | Call | Defined | 2026-04-30 | |
| 2026-03-31 | $58,008,352 | 197,200 | Put | Defined | 2026-04-30 | |
| 2026-03-31 | $1,963,587,119 | 6,675,235 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $27,678,698 | 85,900 | Put | Defined | 2026-03-20 | |
| 2025-12-31 | $36,185,306 | 112,300 | Call | Defined | 2026-03-20 | |
| 2025-12-31 | $2,437,508,899 | 7,564,735 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $3,532,816 | 11,200 | Call | Sole | 2025-11-13 | |
| 2025-09-30 | $2,149,187,975 | 6,813,518 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,020,587,167 | 6,969,705 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $2,406,253 | 8,300 | Put | Defined | 2025-08-13 | |
| 2025-06-30 | $3,246,992 | 11,200 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $40,572,620 | 165,400 | Put | Defined | 2025-05-14 | |
| 2025-03-31 | $1,837,728,716 | 7,491,760 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $6,819,340 | 27,800 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $1,745,629,092 | 7,282,254 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $10,475,327 | 43,700 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $110,490,640 | 524,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $1,709,044,537 | 8,105,115 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $6,304,714 | 29,900 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $2,386,668 | 11,800 | Call | Sole | 2024-08-12 | |
| 2024-06-30 | $1,707,072,769 | 8,439,992 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,426,630 | 22,100 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $15,963,910 | 79,700 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $1,559,541,197 | 7,786,027 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,139,564,530 | 6,699,380 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $15,070,860 | 88,600 | Put | Defined | 2024-02-12 | |
| 2023-12-31 | $24,103,170 | 141,700 | Call | Sole | 2024-02-12 | |
| 2023-09-30 | $29,729,100 | 205,000 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $22,130,052 | 152,600 | Call | Defined | 2023-11-13 | |
| 2023-09-30 | $994,901,723 | 6,860,445 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $933,000,937 | 6,415,023 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $15,896,592 | 109,300 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $26,440,992 | 181,800 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $897,914,992 | 6,890,607 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $64,021,303 | 491,300 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $29,580,370 | 227,000 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $265,832 | 2,040 | Principal | Sole | 2023-05-15 | |
| 2022-12-31 | $73,728,180 | 549,800 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $273,564 | 2,040 | Principal | Sole | 2023-02-14 | |
| 2022-12-31 | $904,826,601 | 6,747,402 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $44,467,560 | 331,600 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $64,978,100 | 621,800 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $213,180 | 2,040 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 | $566,420,197 | 5,420,289 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $8,203,250 | 78,500 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $74,502,776 | 661,600 | Put | Defined | 2022-08-11 | |
| 2022-06-30 | $13,614,549 | 120,900 | Call | Sole | 2022-08-11 | |
| 2022-06-30 | $600,165,573 | 5,329,594 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $229,724 | 2,040 | Principal | Sole | 2022-08-11 | |
| 2022-03-31 | $14,777,088 | 108,400 | Call | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||