Position in PIPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$54,389,766
-$12,756,523 QoQ
Shares Held
751,863
-14.3% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,828,789,796 across 56 Capital Markets names. PIPR ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
44,363,477 | $9,273,741,221 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,039,070 | $8,130,474,215 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,165,186 | $4,536,471,700 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,803,996 | $1,584,824,709 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
5,187,549 | $451,524,257 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
11,265,630 | $345,967,493 | |
| 7 | HUT |
Hut 8 Corp.
|
1,558,892 | $179,966,282 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,656,085 | $166,350,596 |
All Filings in PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,389,766 | 751,863 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $67,146,289 | 877,156 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $100,086,716 | 294,624 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $96,091,938 | 276,930 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $80,701,821 | 290,357 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $71,206,704 | 287,518 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $97,544,635 | 325,203 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $93,085,986 | 327,987 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $75,996,837 | 330,177 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $39,103,718 | 197,006 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $16,593,936 | 94,893 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $11,511,311 | 79,219 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,535,974 | 104,719 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $12,336,703 | 89,003 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $6,827,941 | 52,446 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,916,169 | 27,842 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,547,991 | 22,477 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $11,640,168 | 88,687 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $17,296,188 | 96,892 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $12,597,920 | 90,986 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,827,271 | 91,288 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $12,007,111 | 109,504 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $14,470,773 | 143,417 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $9,710,241 | 133,017 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,252,796 | 105,693 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $3,964,029 | 78,387 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||