Position in TMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,024
-$480,133 QoQ
Shares Held
25,003
-49.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 18 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TMS Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $67,669,278 across 6 Financial Conglomerates names. TMS ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTH |
Hilltop Holdings Inc.
|
659,665 | $25,581,807 | |
| 2 | IX |
Orix Corp
|
564,688 | $21,480,726 | |
| 3 | VOYA |
Voya Financial, Inc.
|
162,968 | $14,753,489 | |
| 4 | FRHC |
Freedom Holding Corp.
|
43,972 | $5,737,024 | |
| 5 | RILY |
BRC Group Holdings, Inc.
|
9,603 | $77,208 | |
| 6 | TMS |
Teamshares Inc
This page
|
25,003 | $39,024 |
All Filings in TMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24 | 3 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $519,157 | 49,919 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,028,733 | 99,877 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $405,827 | 39,787 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $520,244 | 48,621 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||