Position in TMS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$519,157
-$509,576 QoQ
Shares Held
49,919
-50.0% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026JPMORGAN CHASE & CO holds $54,900,810 across 6 Financial Conglomerates names. TMS ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTH |
Hilltop Holdings Inc.
|
504,890 | $18,085,158 | |
| 2 | VOYA |
Voya Financial, Inc.
|
249,281 | $17,030,874 | |
| 3 | IX |
Orix Corp
|
314,142 | $9,421,114 | |
| 4 | FRHC |
Freedom Holding Corp.
|
61,996 | $8,981,978 | |
| 5 | TREE |
LendingTree, Inc.
|
20,115 | $862,529 | |
| 6 | TMS |
Teamshares Inc
This page
|
49,919 | $519,157 |
All Filings in TMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||