Position in STEX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$10,756
+$10,741 QoQ
Shares Held
9,520
+190300.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEX 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. STEX ranks #47 (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 STEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,756 | 9,520 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $15 | 5 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $28 | 5 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $35 | 5 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3 | 5 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7 | 5 | Shares | Defined | 2025-02-12 | |
| 2024-03-31 | $4 | 8 | Shares | Defined | 2024-12-26 | |
| No filing history on record for this holder in this stock. | ||||||