Position in JRI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$496,489
+$495,883 QoQ
Shares Held
40,365
+80630.0% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JRI 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. JRI ranks #64 (0.0% 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 JRI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,489 | 40,365 | Shares | Defined | 2026-05-13 | |
| 2024-12-31 | $606 | 50 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $683 | 50 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $593 | 50 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $585 | 50 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $531 | 50 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,965 | 1,398 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $88,930 | 7,575 | Shares | Defined | 2023-05-18 | |
| No filing history on record for this holder in this stock. | ||||||