Position in XP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,330,856
+$7,876,129 QoQ
Shares Held
1,004,358
+126.2% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 317 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,828,789,796 across 56 Capital Markets names. XP ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
44,363,477 | $9,273,741,221 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,039,070 | $8,130,474,215 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,165,186 | $4,536,471,700 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,803,996 | $1,584,824,709 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
5,187,549 | $451,524,257 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
11,265,630 | $345,967,493 | |
| 7 | HUT |
Hut 8 Corp.
|
1,558,892 | $179,966,282 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,656,085 | $166,350,596 |
All Filings in XP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,330,856 | 1,004,358 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $8,454,727 | 444,051 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,112,647 | 434,493 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $24,738,832 | 1,316,596 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $42,139,762 | 2,086,127 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $25,038,871 | 1,821,009 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $21,838,847 | 1,842,941 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $45,320,275 | 2,526,214 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $3,690,819 | 209,825 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $5,422,363 | 211,316 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $551,741 | 21,164 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,222,915 | 53,055 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $513,935 | 21,907 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $139,137,915 | 11,721,813 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $195,028,750 | 12,713,739 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $240,550,540 | 12,653,895 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $179,228,275 | 9,979,303 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $295,917,552 | 9,831,148 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $13,098,767 | 455,768 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $29,413,878 | 732,235 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $17,323,491 | 397,784 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $245,750,223 | 6,523,765 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $251,218,564 | 6,332,709 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $274,864,667 | 6,593,060 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $314,713,837 | 7,491,403 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $167,582,161 | 8,687,515 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||