Position in SF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,858,155
-$7,410,292 QoQ
Shares Held
370,620
-7.0% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 592 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in SF 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. SF ranks #23 (0.1% 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 SF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,858,155 | 370,620 | Shares | Other | 2026-08-12 | |
| 2025-12-31 | $33,268,447 | 265,680 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $29,343,352 | 258,600 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $25,288,808 | 243,677 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $24,587,812 | 260,851 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $31,745,603 | 299,261 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $19,335,884 | 205,920 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $21,427,362 | 254,633 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $16,115,591 | 206,161 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $14,299,042 | 206,783 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $17,138,011 | 278,939 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,486,062 | 309,805 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $21,557,718 | 369,389 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,877,271 | 459,974 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $25,447,554 | 454,258 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $28,245,670 | 415,989 | Shares | Defined | 2022-05-11 | |
| 2021-09-30 | $31,516,606 | 463,752 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $33,075,356 | 509,950 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $57,823,097 | 902,639 | Shares | Other | 2021-05-12 | |
| 2020-09-30 | $36,000,367 | 712,033 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $32,402,608 | 683,167 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $25,843,717 | 626,058 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||