Position in CG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$56,926,621
-$954,064 QoQ
Shares Held
1,176,413
+20.1% QoQ
Ownership
0.327%
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 57%
Shared 0%
None 43%
Common Shares in CG 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. CG ranks #20 (0.7% 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 CG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,926,621 | 1,176,413 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $57,880,685 | 979,203 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $70,905,858 | 1,130,875 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $54,418,256 | 1,058,721 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $45,620,288 | 1,046,577 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $49,450,458 | 979,411 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $82,651,039 | 1,919,439 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $45,856,716 | 1,142,135 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $54,609,896 | 1,164,142 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $42,082,813 | 1,034,230 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $20,535,368 | 680,881 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $27,722,212 | 867,675 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $12,363,055 | 398,038 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $14,202,404 | 475,952 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $17,655,694 | 683,270 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $19,694,196 | 622,053 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $40,054,452 | 818,942 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $18,992,434 | 345,946 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $15,894,446 | 336,177 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,576,185 | 270,572 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $9,918,987 | 269,831 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $9,257,884 | 294,462 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $10,731,720 | 435,011 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,708,214 | 383,807 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $14,110,365 | 651,749 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||