Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$850,040,002
+$5,574,889 QoQ
Shares Held
2,596,890
-9.5% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#98
of 5,058 holders
Holding Since
Mar 2020
26 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
$343,696
PutShares
1,050
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 NOVA SCOTIA holds $7,601,112,773 across 10 Banks - Diversified names. JPM ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
12,311,637 | $2,548,139,509 | |
| 2 | TD |
Toronto Dominion Bank
|
11,947,977 | $1,450,842,847 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,268,708 | $1,295,901,420 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
5,205,604 | $919,830,226 | |
| 5 | JPM |
Jpmorgan Chase & Co
This page
|
2,596,890 | $850,040,002 | |
| 6 | C |
Citigroup Inc
|
1,874,676 | $262,379,651 | |
| 7 | BAC |
Bank Of America Corp /De/
|
3,002,094 | $171,059,316 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
973,354 | $80,437,973 |
All Filings in JPM
Export CSV
48 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,040,002 | 2,596,890 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $343,696 | 1,050 | Put | Defined | 2026-08-12 | |
| 2026-03-31 | $308,868 | 1,050 | Put | Defined | 2026-05-14 | |
| 2026-03-31 | $844,465,113 | 2,870,768 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $635,961,424 | 1,973,687 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $338,331 | 1,050 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $730,714,728 | 2,316,567 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $331,201 | 1,050 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $406,113,174 | 1,400,825 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $322,381,599 | 1,314,234 | Shares | Defined | 2025-07-02 | |
| 2024-12-31 | $420,449,181 | 1,753,991 | Shares | Sole | 2025-07-02 | |
| 2024-12-31 | $8,150 | 34 | Put | Defined | 2025-07-02 | |
| 2024-09-30 | $195,430,740 | 926,827 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $7,169 | 34 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $390,607,544 | 1,931,215 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,013 | 45 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $191,967,919 | 958,402 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $511,993,854 | 3,009,958 | Shares | Defined | 2024-02-12 | |
| 2023-12-31 | $262,634 | 1,544 | Put | Defined | 2024-02-12 | |
| 2023-09-30 | $217,384 | 1,499 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $98,555,300 | 679,598 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $66,589,411 | 457,848 | Shares | Defined | 2023-08-03 | |
| 2023-06-30 | $218,014 | 1,499 | Put | Defined | 2023-08-03 | |
| 2023-03-31 | $160,864,304 | 1,234,474 | Shares | Defined | 2023-05-11 | |
| 2023-03-31 | $195,465 | 1,500 | Put | Defined | 2023-05-11 | |
| 2022-12-31 | $201,150 | 1,500 | Put | Defined | 2023-02-09 | |
| 2022-12-31 | $211,898,516 | 1,580,153 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $156,750 | 1,500 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $215,378,366 | 2,061,037 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,427,331 | 12,675 | Put | Defined | 2022-08-11 | |
| 2022-06-30 | $333,262,311 | 2,959,438 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $459,939,043 | 3,373,966 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $743,941,441 | 4,698,083 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $12,276,750 | 75,000 | Put | Defined | 2021-11-12 | |
| 2021-09-30 | $363,761,247 | 2,222,257 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $321,992,995 | 2,070,162 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $391,334,919 | 2,570,682 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $78,211,585 | 615,500 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $49,557,300 | 390,000 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $395,959,013 | 3,116,070 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $142,100,294 | 1,476,060 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $23,152,935 | 240,500 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $36,775,140 | 382,000 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $195,981,344 | 2,083,578 | Shares | Defined | 2020-08-11 | |
| 2020-06-30 | $226,214 | 2,405 | Put | Defined | 2020-08-11 | |
| 2020-06-30 | $406,339 | 4,320 | Call | Defined | 2020-08-11 | |
| 2020-03-31 | $388,929 | 4,320 | Put | Defined | 2020-05-15 | |
| 2020-03-31 | $168,309,552 | 1,869,483 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||