Position in TREE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$862,529
-$1,011,864 QoQ
Shares Held
20,115
-43.0% QoQ
Ownership
0.144%
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 69%
Shared 0%
None 31%
Common Shares in TREE 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. TREE ranks #5 (1.6% 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.
This page
|
20,115 | $862,529 | |
| 6 | TMS |
Teamshares Inc
|
49,919 | $519,157 |
All Filings in TREE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $862,529 | 20,115 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,874,393 | 35,306 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,361,205 | 21,029 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $464,002 | 12,517 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,220,403 | 24,277 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,162,731 | 30,006 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,046,715 | 35,270 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,830,790 | 44,020 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $689,252 | 16,279 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $966,721 | 31,884 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $108,623 | 7,008 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $799,673 | 36,168 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $264,573 | 9,924 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $167,077 | 7,833 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $281,118 | 11,782 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $906,020 | 20,676 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,931,712 | 16,142 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $5,346,340 | 43,608 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,639,814 | 61,788 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,356,416 | 58,318 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,707,618 | 36,186 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $5,116,586 | 18,688 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $12,640,490 | 41,189 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $26,298,004 | 90,830 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $4,308,380 | 23,493 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||