Position in JCE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,365,887
+$834,636 QoQ
Shares Held
389,113
+4.0% QoQ
Ownership
2.29%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 50 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JCE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,588,060 across 473 Asset Management names. JCE ranks #264 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in JCE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,365,887 | 389,113 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,531,251 | 374,239 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,114,120 | 383,571 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,199,270 | 394,105 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $6,123,398 | 395,058 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $5,412,305 | 370,960 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,377,585 | 338,213 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,787,247 | 311,467 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,685,490 | 312,366 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,300,706 | 305,665 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,730,910 | 275,344 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,285,360 | 264,309 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,269,392 | 256,222 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,146,885 | 255,429 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,390,334 | 250,394 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,746,743 | 226,629 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,605,746 | 195,187 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,283,567 | 130,192 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,216,408 | 119,290 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,817,268 | 106,273 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,531,287 | 93,144 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,203,841 | 79,148 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,194,894 | 84,925 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $834,752 | 65,215 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $804,102 | 65,910 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $624,922 | 58,295 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||