Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$465,233,160
-$62,060,858 QoQ
Shares Held
1,581,565
-3.4% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.49046039840285.ToString("F0")%
Shared 2.5095396015971523.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$102,956,000
CallShares
350,000
PutValue
$0
PutShares
0
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, 2026TORONTO DOMINION BANK holds $6,987,164,969 across 14 Banks - Diversified names. JPM ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
20,225,283 | $1,916,345,563 | |
| 2 | RY |
Royal Bank Of Canada
|
11,339,321 | $1,834,475,349 | |
| 3 | BNS |
Bank Of Nova Scotia
|
17,581,384 | $1,218,565,724 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
6,197,393 | $838,755,167 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
1,581,565 | $465,233,160 | |
| 6 | TD |
Toronto Dominion Bank
|
2,582,971 | $241,017,023 | |
| 7 | BAC |
Bank Of America Corp /De/
|
2,762,850 | $134,688,937 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
1,296,276 | $103,196,531 |
All Filings in JPM
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $465,233,160 | 1,581,565 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $102,956,000 | 350,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $527,294,018 | 1,636,441 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $260,998,200 | 810,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $442,632,824 | 1,403,268 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $309,279,115 | 980,500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $1,159,640 | 4,000 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $166,698,250 | 575,000 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $450,362,428 | 1,553,456 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $323,716,030 | 1,319,674 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $8,585,500 | 35,000 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $236,190,816 | 985,319 | Shares | Defined | 2025-02-19 | |
| 2024-12-31 | $47,942 | 200 | Put | Sole | 2025-02-19 | |
| 2024-09-30 | $222,034,734 | 1,052,996 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $375,344,397 | 1,855,752 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $406,482,609 | 2,029,369 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $422,838,321 | 2,485,822 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $360,587,152 | 2,486,465 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $577,356,656 | 3,969,724 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $367,244,461 | 2,818,237 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $400,073,804 | 2,983,399 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $318,233,850 | 3,045,300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $258,668,095 | 2,297,026 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $318,210,411 | 2,334,290 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $426,634,327 | 2,694,249 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $422,018,680 | 2,578,158 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $516,638,706 | 3,321,581 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $478,876,911 | 3,145,746 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $373,229,239 | 2,937,194 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $278,079,166 | 2,888,534 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $265,527,427 | 2,822,958 | Shares | Sole | 2020-08-28 | |
| 2020-03-31 | $256,357,902 | 2,847,472 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||