Position in JPM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,444,877,297
-$838,735,891 QoQ
Shares Held
8,311,386
-18.4% QoQ
Ownership
0.310%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 24.378473097026177.ToString("F0")%
Shared 4.813312725458786.ToString("F0")%
None 70.80821417751504.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$1,745
PutShares
12
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, 2026DEUTSCHE BANK AG\ holds $9,712,663,327 across 14 Banks - Diversified names. JPM ranks #1 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,311,386 | $2,444,877,297 | |
| 2 | BAC |
Bank Of America Corp /De/
|
46,138,066 | $2,249,230,710 | |
| 3 | UBS |
UBS Group AG
|
31,922,626 | $1,247,216,995 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,859,256 | $944,115,363 | |
| 5 | C |
Citigroup Inc
|
7,709,106 | $874,289,702 | |
| 6 | TD |
Toronto Dominion Bank
|
4,643,057 | $433,243,645 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,514,560 | $416,932,248 | |
| 8 | RY |
Royal Bank Of Canada
|
2,416,229 | $390,897,525 |
All Filings in JPM
Export CSV
47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,444,877,297 | 8,311,386 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,283,613,188 | 10,190,594 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,120,879,234 | 9,894,047 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,886,082,740 | 9,955,099 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,683,099,242 | 10,938,032 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,998,787,193 | 12,510,063 | Shares | Sole | 2025-06-30 | |
| 2024-09-30 | $2,647,477,814 | 12,555,619 | Shares | Sole | 2025-06-26 | |
| 2024-06-30 | $2,617,575,087 | 12,941,635 | Shares | Sole | 2025-06-12 | |
| 2024-03-31 | $2,592,433,017 | 12,942,751 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $2,178,833,855 | 12,809,135 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,932,450,369 | 13,325,406 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $1,745 | 12 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $2,203,177,616 | 15,148,361 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $95,908 | 736 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $1,945,109,083 | 14,926,783 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $689,542 | 5,142 | Call | Defined | 2023-02-13 | |
| 2022-12-31 | $2,185,130,390 | 16,294,783 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $660,335 | 6,319 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $1,709,363,237 | 16,357,543 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $73,150 | 700 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $1,745,186,526 | 15,497,616 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $518,006 | 4,600 | Call | Defined | 2022-08-11 | |
| 2022-06-30 | $6,080 | 54 | Put | Defined | 2022-08-11 | |
| 2022-03-31 | $7,361 | 54 | Put | Defined | 2022-05-13 | |
| 2022-03-31 | $479,982 | 3,521 | Call | Defined | 2022-05-13 | |
| 2022-03-31 | $2,070,315,685 | 15,187,175 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,304,194,704 | 14,551,277 | Shares | Defined | 2022-02-16 | |
| 2021-12-31 | $525,563 | 3,319 | Call | Defined | 2022-02-16 | |
| 2021-09-30 | $388,600 | 2,374 | Call | Defined | 2021-11-04 | |
| 2021-09-30 | $2,411,492,367 | 14,732,069 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,288,120,000 | 14,710,814 | Shares | Defined | 2021-08-11 | |
| 2021-06-30 | $393,205 | 2,528 | Call | Defined | 2021-08-11 | |
| 2021-06-30 | $25,197 | 162 | Put | Defined | 2021-08-11 | |
| 2021-03-31 | $2,403,112,666 | 15,786,065 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $229,867 | 1,510 | Call | Defined | 2021-05-13 | |
| 2020-12-31 | $1,754,615,078 | 13,808,256 | Shares | Defined | 2021-02-16 | |
| 2020-12-31 | $117,284 | 923 | Put | Defined | 2021-02-16 | |
| 2020-12-31 | $424,795 | 3,343 | Call | Defined | 2021-02-16 | |
| 2020-09-30 | $1,043,595,286 | 10,840,296 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $51,793 | 538 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $535,453 | 5,562 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $543,384 | 5,777 | Call | Defined | 2020-08-13 | |
| 2020-06-30 | $1,030,711,163 | 10,958,018 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $50,604 | 538 | Put | Defined | 2020-08-13 | |
| 2020-03-31 | $531,717 | 5,906 | Call | Defined | 2020-05-14 | |
| 2020-03-31 | $847,139,346 | 9,409,523 | Shares | Defined | 2020-05-14 | |
| 2020-03-31 | $4,411 | 49 | Put | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||