Position in MC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$67,123,884
-$3,395,998 QoQ
Shares Held
1,177,612
+14.8% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.57048331708576.ToString("F0")%
Shared 0.ToString("F0")%
None 8.429516682914237.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $23,441,743,844 across 58 Capital Markets names. MC ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
43,578,279 | $7,171,677,366 | |
| 2 | SCHW |
Schwab Charles Corp
|
73,848,142 | $6,940,248,373 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,215,462 | $6,104,208,689 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
14,268,817 | $988,829,011 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,723,652 | $450,955,332 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
790,730 | $237,875,300 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,008,818 | $236,357,519 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
5,506,637 | $186,950,322 |
All Filings in MC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,123,884 | 1,177,612 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $70,519,882 | 1,025,893 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $68,665,325 | 962,778 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $58,927,171 | 945,558 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $74,271,558 | 1,272,645 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $85,176,174 | 1,152,899 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $82,631,139 | 1,206,118 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $83,146,544 | 1,462,303 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $72,360,913 | 1,274,633 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $64,430,614 | 1,147,882 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $66,528,026 | 1,474,142 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $84,758,775 | 1,869,404 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $88,585,901 | 2,304,524 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $96,360,114 | 2,511,340 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $85,706,319 | 2,534,940 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $99,087,470 | 2,518,106 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $110,562,600 | 2,354,901 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $120,471,082 | 1,927,229 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $132,566,309 | 2,142,659 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $151,252,586 | 2,658,685 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $152,000,256 | 2,769,684 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $140,748,860 | 3,010,027 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $106,292,349 | 3,024,825 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $94,117,252 | 3,020,451 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $82,506,795 | 2,936,185 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||