Position in PJT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,933,649
+$447,340 QoQ
Shares Held
35,311
+31.6% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $23,478,905,938 across 58 Capital Markets names. PJT ranks #31 (0.0% 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 PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,933,649 | 35,311 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,486,309 | 26,832 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $19,630,986 | 110,454 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $14,182,937 | 85,952 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $15,258,625 | 110,666 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $4,076,703 | 25,833 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $9,636,479 | 72,270 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $4,074,247 | 37,756 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $7,151,692 | 75,872 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $7,358,881 | 72,238 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $7,081,119 | 89,138 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,236,050 | 89,547 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,731,330 | 148,654 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $11,988,254 | 162,685 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,027,999 | 180,006 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,805,029 | 125,285 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,146,448 | 18,163 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,403,180 | 32,436 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,986,608 | 25,112 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,084,580 | 29,204 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,909,893 | 28,232 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,258,405 | 16,723 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $1,003,942 | 16,564 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,621,264 | 51,057 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $2,168,761 | 49,983 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||