Position in BUR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$790,189
-$5,609,366 QoQ
Shares Held
174,821
-75.6% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 5.1681434152647565.ToString("F0")%
Shared 0.ToString("F0")%
None 94.83185658473523.ToString("F0")%
Common Shares in BUR 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. BUR ranks #59 (0.0% 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 BUR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $790,189 | 174,821 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,399,555 | 717,439 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,159,589 | 765,852 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $15,117,639 | 1,060,143 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $10,824,339 | 819,405 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7,004,275 | 549,355 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,705,201 | 279,427 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $3,250,387 | 249,072 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $6,908,110 | 432,568 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $12,988,216 | 832,578 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $12,636,204 | 902,586 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,964,890 | 653,932 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,134,182 | 283,380 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $21,161,230 | 2,596,470 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,795,967 | 1,706,129 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,781,821 | 672,133 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $374,345 | 40,734 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $217,715 | 20,617 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $271,046 | 24,663 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,209,866 | 1,271,402 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,009,065 | 778,785 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $12,132,059 | 1,254,608 | Shares | Defined | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||