Position in SIEB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$11,988
-$40,702 QoQ
Shares Held
6,244
-58.4% QoQ
Ownership
0.015%
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 8%
Shared 0%
None 92%
Common Shares in SIEB 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. SIEB ranks #46 (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 SIEB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,988 | 6,244 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $52,690 | 15,012 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $53,867 | 18,448 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $29,564 | 6,689 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $18 | 6 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $18 | 6 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $15 | 6 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $10 | 6 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $12 | 6 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $10 | 6 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $128 | 66 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $162 | 66 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11 | 6 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $8 | 6 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $21 | 15 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9 | 6 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $12 | 6 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $13 | 6 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $20 | 6 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $261,990 | 54,468 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $127,744 | 31,542 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $119,741 | 28,510 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $29,046 | 8,993 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $43,490 | 8,595 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $107,100 | 14,834 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||