Position in ADX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,207,007
+$176,449 QoQ
Shares Held
47,241
+0.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 216 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,132,261,554 across 207 Asset Management names. ADX ranks #58 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
19,156,246 | $2,254,115,458 | |
| 2 | STT |
State Street Corp
|
4,428,797 | $751,123,966 | |
| 3 | BLK |
BlackRock, Inc.
|
650,612 | $625,602,468 | |
| 4 | ARES |
Ares Management Corp
|
5,392,155 | $600,200,763 | |
| 5 | APO |
Apollo Global Management, Inc.
|
4,502,365 | $532,674,795 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,101,289 | $505,227,334 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,711,675 | $412,255,943 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
9,100,060 | $387,571,549 |
All Filings in ADX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,007 | 47,241 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,030,558 | 47,079 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $334,384 | 14,339 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $293,668 | 13,169 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $282,294 | 13,003 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $243,774 | 12,837 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $256,559 | 12,701 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $258,697 | 11,999 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $155,973 | 7,258 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $665,494 | 34,093 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $796,240 | 44,960 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $306,109 | 18,396 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $390,024 | 23,202 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $360,790 | 23,202 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $336,643 | 23,153 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $89,605 | 6,150 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $92,807 | 6,050 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $111,562 | 6,050 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $117,430 | 6,050 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $104,365 | 5,271 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $104,207 | 5,271 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $96,248 | 5,271 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $91,135 | 5,271 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $81,276 | 5,014 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $74,758 | 5,014 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $63,126 | 5,014 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||