Position in BAM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$68,989,240
-$8,549,947 QoQ
Shares Held
1,552,064
+4.9% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 95.38375994804338.ToString("F0")%
Shared 1.2341630242051875.ToString("F0")%
None 3.382077027751433.ToString("F0")%
Common Shares in BAM 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. BAM ranks #17 (0.8% 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 BAM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,989,240 | 1,552,064 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $77,539,187 | 1,480,038 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $91,439,885 | 1,605,899 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $92,491,506 | 1,673,146 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $77,230,362 | 1,594,022 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $83,998,993 | 1,550,083 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $71,842,539 | 1,519,191 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $63,964,480 | 1,681,064 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $62,901,750 | 1,496,948 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $58,730,143 | 1,462,040 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $46,568,040 | 1,396,762 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $45,615,431 | 1,397,960 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $8,061,125 | 246,367 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $4,806,407 | 167,646 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||