Position in AAMI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,312,479
-$1,765,815 QoQ
Shares Held
97,620
-35.2% QoQ
Ownership
0.274%
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 75.01229256299938.ToString("F0")%
Shared 0.ToString("F0")%
None 24.987707437000616.ToString("F0")%
Common Shares in AAMI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $8,464,313,870 across 185 Asset Management names. AAMI ranks #47 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
15,928,310 | $1,831,596,356 | |
| 2 | APO |
Apollo Global Management, Inc.
|
8,777,297 | $977,966,423 | |
| 3 | BLK |
BlackRock, Inc.
|
862,834 | $829,796,077 | |
| 4 | STT |
State Street Corp
|
6,473,536 | $819,290,708 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,460,263 | $648,940,871 | |
| 6 | RJF |
Raymond James Financial Inc
|
4,468,661 | $647,017,415 | |
| 7 | ARES |
Ares Management Corp
|
4,522,344 | $493,387,722 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
9,019,415 | $365,015,719 |
All Filings in AAMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,312,479 | 97,620 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,078,294 | 150,602 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,747,274 | 98,573 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $6,963,740 | 197,609 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $6,187,572 | 239,272 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $9,107,000 | 345,748 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,722,692 | 264,673 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $4,996,251 | 225,361 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $4,014,767 | 175,778 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $3,695,426 | 192,872 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $3,098,404 | 159,794 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,161,766 | 103,187 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,973,978 | 126,123 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $2,588,118 | 125,759 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,209,897 | 215,285 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,494,180 | 82,964 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,094,034 | 86,352 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $8,521,956 | 332,889 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $9,008,081 | 344,741 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $10,032,115 | 428,174 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,057,578 | 395,367 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,287,773 | 222,395 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $2,658,069 | 206,052 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,274,295 | 102,271 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $2,855,740 | 446,908 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||