Position in PWP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,897,067
+$1,216,886 QoQ
Shares Held
118,864
+217.4% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 163 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in PWP 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. PWP ranks #39 (0.0% 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 PWP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,897,067 | 118,864 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $680,181 | 37,455 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,177,056 | 68,038 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $5,074,541 | 238,018 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $634,722 | 32,684 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,614,733 | 196,453 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $5,572,621 | 233,751 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $8,417,653 | 435,922 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $4,740,123 | 291,700 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $5,186,626 | 367,065 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $360,379 | 29,467 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $296,471 | 29,123 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $280,486 | 33,672 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $270,314 | 29,705 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $219,786 | 22,674 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $143,095 | 22,606 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $162,183 | 27,819 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $662,095 | 70,063 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,546 | 198 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $243,959 | 18,412 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||