Position in FG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,366,367
-$1,088,399 QoQ
Shares Held
132,953
-7.9% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in FG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $1,268,277,300 across 17 Insurance - Life names. FG ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
10,350,002 | $356,454,063 | |
| 2 | AFL |
Aflac Inc
|
2,683,090 | $294,361,795 | |
| 3 | MET |
Metlife Inc
|
3,427,700 | $242,406,934 | |
| 4 | PRU |
Prudential Financial Inc
|
1,361,692 | $133,023,685 | |
| 5 | JXN |
Jackson Financial Inc.
|
490,277 | $51,832,080 | |
| 6 | UNM |
Unum Group
|
663,211 | $48,434,295 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
784,408 | $32,207,787 | |
| 8 | GL |
Globe Life Inc.
|
206,817 | $28,782,716 |
All Filings in FG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,366,367 | 132,953 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,454,766 | 144,401 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,059,033 | 65,847 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $1,285,689 | 40,203 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $991,445 | 27,502 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,502,838 | 84,528 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,054,971 | 45,952 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,069,468 | 28,107 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $969,872 | 23,918 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,579,778 | 34,343 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,143,554 | 40,754 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,104,268 | 44,563 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $446,239 | 24,627 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $515,355 | 25,755 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||