Position in CTRI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,423,643
+$31,282 QoQ
Shares Held
117,208
-12.8% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1.075011944577162.ToString("F0")%
Shared 0.ToString("F0")%
None 98.92498805542283.ToString("F0")%
Common Shares in CTRI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $838,148,986 across 16 Utilities - Regulated Gas names. CTRI ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
8,563,633 | $399,579,108 | |
| 2 | ATO |
Atmos Energy Corp
|
796,227 | $147,079,042 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
609,398 | $52,956,683 | |
| 4 | UGI |
Ugi Corp /Pa/
|
1,187,798 | $43,259,598 | |
| 5 | OGS |
ONE Gas, Inc.
|
428,658 | $36,920,311 | |
| 6 | NJR |
New Jersey Resources Corp
|
641,335 | $35,222,113 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
410,555 | $28,496,620 | |
| 8 | SPH |
Suburban Propane Partners LP
|
1,402,221 | $27,609,730 |
All Filings in CTRI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,423,643 | 117,208 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,392,361 | 134,351 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,239,473 | 153,022 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $329,260 | 14,673 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $225,902 | 13,783 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $248,132 | 12,850 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $185,965 | 11,515 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $217,493 | 11,165 | Shares | Defined | 2024-12-26 | |
| No filing history on record for this holder in this stock. | ||||||