Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,902,124,118
+$267,854,115 QoQ
Shares Held
5,811,029
+4.6% QoQ
Ownership
0.219%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#48
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 3%
None 4%
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
$8,674,245
PutShares
26,500
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, 2026BANK OF MONTREAL /CAN/ holds $39,095,373,575 across 18 Banks - Diversified names. JPM ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
60,568,915 | $12,535,948,333 | |
| 2 | TD |
Toronto Dominion Bank
|
62,731,681 | $7,617,508,021 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
28,128,121 | $4,970,238,978 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
42,547,730 | $4,892,988,950 | |
| 5 | BNS |
Bank Of Nova Scotia
|
51,924,070 | $4,509,086,235 | |
| 6 | JPM |
Jpmorgan Chase & Co
This page
|
5,811,029 | $1,902,124,118 | |
| 7 | BAC |
Bank Of America Corp /De/
|
19,984,898 | $1,138,739,484 | |
| 8 | C |
Citigroup Inc
|
5,618,362 | $786,345,942 |
All Filings in JPM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,902,124,118 | 5,811,029 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $8,674,245 | 26,500 | Put | Defined | 2026-08-12 | |
| 2026-03-31 | $1,634,270,003 | 5,555,718 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $7,795,240 | 26,500 | Put | Defined | 2026-05-13 | |
| 2025-12-31 | $25,842,044 | 80,200 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $106,815,930 | 331,500 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $1,879,038,492 | 5,831,539 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $96,206,150 | 305,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $1,934,271,009 | 6,132,172 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $25,297,486 | 80,200 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $23,250,782 | 80,200 | Call | Defined | 2025-08-05 | |
| 2025-06-30 | $88,422,550 | 305,000 | Put | Defined | 2025-08-05 | |
| 2025-06-30 | $1,660,020,886 | 5,725,987 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,496,274,068 | 6,099,772 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $74,816,500 | 305,000 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $21,022,210 | 85,700 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $1,648,952,859 | 6,878,949 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $19,224,742 | 80,200 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $104,609,444 | 436,400 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $16,910,972 | 80,200 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $1,756,166,060 | 8,328,588 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $92,019,304 | 436,400 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $16,221,252 | 80,200 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $1,570,463,340 | 7,764,577 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $173,215,464 | 856,400 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $14,742,080 | 73,600 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $35,332,920 | 176,400 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $1,760,119,222 | 8,787,415 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $138,767,580 | 815,800 | Put | Defined | 2024-02-08 | |
| 2023-12-31 | $99,032,220 | 582,200 | Call | Defined | 2024-02-08 | |
| 2023-12-31 | $1,293,321,157 | 7,603,299 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,149,830,366 | 7,928,771 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $102,398,622 | 706,100 | Put | Defined | 2023-11-01 | |
| 2023-09-30 | $72,684,024 | 501,200 | Call | Defined | 2023-11-01 | |
| 2023-06-30 | $77,708,592 | 534,300 | Put | Defined | 2023-08-02 | |
| 2023-06-30 | $1,049,727,161 | 7,217,596 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $77,257,728 | 531,200 | Call | Defined | 2023-08-02 | |
| 2023-03-31 | $1,085,828,401 | 8,332,656 | Shares | Defined | 2024-06-13 | |
| 2023-03-31 | $86,160,972 | 661,200 | Call | Defined | 2024-06-13 | |
| 2023-03-31 | $84,558,159 | 648,900 | Put | Defined | 2024-06-13 | |
| 2022-12-31 | $29,890,890 | 222,900 | Put | Defined | 2023-02-01 | |
| 2022-12-31 | $1,016,835,642 | 7,582,667 | Shares | Defined | 2023-02-01 | |
| 2022-12-31 | $90,504,090 | 674,900 | Call | Defined | 2023-02-01 | |
| 2022-09-30 | $26,720,650 | 255,700 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $762,937,151 | 7,300,834 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $54,172,800 | 518,400 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $36,553,206 | 324,600 | Call | Defined | 2022-08-11 | |
| 2022-06-30 | $805,599,775 | 7,153,892 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $29,976,782 | 266,200 | Put | Defined | 2022-08-11 | |
| 2022-03-31 | $17,244,480 | 126,500 | Call | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||