Position in IEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$102,321,535
+$14,460,379 QoQ
Shares Held
450,855
-2.7% QoQ
Ownership
0.612%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#35
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026JPMORGAN CHASE & CO holds $28,674,908,265 across 65 Specialty Industrial Machinery names. IEX ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,253,305 | $7,346,757,902 | |
| 2 | ETN |
Eaton Corp plc
|
16,785,110 | $7,152,471,063 | |
| 3 | DOV |
DOVER Corp
|
14,615,050 | $3,277,863,402 | |
| 4 | EMR |
Emerson Electric Co
|
10,753,147 | $1,539,312,985 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,554,093 | $1,520,089,434 | |
| 6 | ROK |
Rockwell Automation, Inc
|
2,919,588 | $1,445,429,618 | |
| 7 | AME |
Ametek Inc/
|
4,371,879 | $1,057,732,395 | |
| 8 | IR |
Ingersoll Rand Inc.
|
10,642,725 | $872,597,012 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,321,535 | 450,855 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $87,861,156 | 463,525 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $61,982,369 | 348,333 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $66,251,776 | 407,052 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $84,767,823 | 482,815 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $55,785,805 | 308,260 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $55,091,819 | 263,232 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $63,400,620 | 295,574 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $160,648,938 | 798,454 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $271,949,790 | 1,114,457 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $222,438,090 | 1,024,541 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $219,899,601 | 1,057,108 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $238,341,677 | 1,107,227 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $229,005,710 | 991,238 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $219,344,067 | 960,645 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $204,986,339 | 1,025,701 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $193,302,811 | 1,064,267 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $207,777,604 | 1,083,699 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $203,399,201 | 860,694 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $188,131,203 | 909,066 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $266,320,128 | 1,210,271 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $274,812,037 | 1,312,880 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $260,313,760 | 1,306,796 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $267,296,312 | 1,465,360 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $223,289,497 | 1,412,867 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $198,544,309 | 1,437,581 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||