Position in JPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$61,523,964
+$32,824,538 QoQ
Shares Held
187,957
+92.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#533
of 5,048 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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
$13,060,467
PutShares
39,900
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, 2026Jefferies Financial Group Inc. holds $160,428,361 across 10 Banks - Diversified names. JPM ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
187,957 | $61,523,964 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
255,199 | $36,904,327 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,000,000 | $25,060,000 | |
| 4 | C |
Citigroup Inc
|
97,813 | $13,689,907 | |
| 5 | BAC |
Bank Of America Corp /De/
|
162,381 | $9,252,469 | |
| 6 | UBS |
UBS Group AG
|
123,024 | $6,097,069 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
60,076 | $4,964,680 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
7,492 | $1,323,836 |
All Filings in JPM
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,060,467 | 39,900 | Put | Defined | 2026-08-17 | |
| 2026-06-30 | $61,523,964 | 187,957 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $10,295,600 | 35,000 | Put | Defined | 2026-05-08 | |
| 2026-03-31 | $28,699,426 | 97,564 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $28,709,802 | 89,100 | Put | Defined | 2026-02-09 | |
| 2025-12-31 | $16,819,884 | 52,200 | Call | Defined | 2026-02-09 | |
| 2025-12-31 | $119,286,488 | 370,202 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,466,173 | 14,159 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $36,116,735 | 114,500 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $49,554,053 | 157,100 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $10,145,980 | 34,997 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $5,827,191 | 20,100 | Call | Defined | 2025-08-12 | |
| 2025-06-30 | $18,177,357 | 62,700 | Put | Defined | 2025-08-12 | |
| 2025-03-31 | $10,008,240 | 40,800 | Call | Defined | 2025-05-08 | |
| 2025-03-31 | $18,618,270 | 75,900 | Put | Defined | 2025-05-08 | |
| 2025-03-31 | $8,267,591 | 33,704 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $126,399,083 | 527,300 | Call | Defined | 2025-02-27 | |
| 2024-12-31 | $42,500,583 | 177,300 | Put | Defined | 2025-02-27 | |
| 2024-12-31 | $68,287,386 | 284,875 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $27,538,316 | 130,600 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $60,685,508 | 287,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $7,925,805 | 37,588 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,226,000 | 100,000 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $7,150,497 | 35,353 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $51,106,545 | 255,150 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $51,276,800 | 256,000 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $254,621,360 | 1,271,200 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $114,273,180 | 671,800 | Put | Defined | 2024-05-06 | |
| 2023-12-31 | $26,337,603 | 154,836 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $163,653,210 | 962,100 | Call | Defined | 2024-05-06 | |
| 2023-09-30 | $3,407,389 | 23,496 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $10,151,400 | 70,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $14,502,000 | 100,000 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $5,566,570 | 38,274 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $3,636,000 | 25,000 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $90,172,800 | 620,000 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $2,645,944 | 20,305 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $7,167,050 | 55,000 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $20,673,794 | 154,167 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $2,682,000 | 20,000 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $13,705,020 | 102,200 | Put | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||