Position in AMG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$43,789,634
+$4,902,222 QoQ
Shares Held
129,402
-7.9% QoQ
Ownership
0.500%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 562 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,132,448,671 across 207 Asset Management names. AMG ranks #20 (0.5% 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 AMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,789,634 | 129,402 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $38,887,412 | 140,540 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $38,599,824 | 133,897 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $29,957,057 | 125,643 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $27,324,463 | 138,865 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $24,633,194 | 146,600 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $30,348,324 | 164,116 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $31,422,589 | 176,730 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $28,451,508 | 182,113 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $30,778,972 | 183,788 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $27,078,436 | 178,830 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $20,506,912 | 157,334 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,935,080 | 179,699 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $24,090,483 | 169,151 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $25,027,819 | 157,974 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $20,774,793 | 185,738 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $80,677,870 | 691,920 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $90,033,079 | 638,759 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $134,388,874 | 816,904 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $120,377,178 | 796,725 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $117,015,779 | 758,808 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $36,073,750 | 242,057 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $15,905,471 | 156,396 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $14,462,025 | 211,495 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $13,659,910 | 183,207 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $7,303,016 | 123,487 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||