Position in KWY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$95,915
+$6,499 QoQ
Shares Held
9,205
+7.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in KWY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $16,767,453,279 across 206 Asset Management names. KWY ranks #87 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
128,583,381 | $7,407,051,210 | |
| 2 | BX |
Blackstone Inc.
|
19,156,246 | $2,254,115,458 | |
| 3 | IVZ |
Invesco Ltd.
|
36,463,491 | $2,013,441,501 | |
| 4 | BLK |
BlackRock, Inc.
|
774,597 | $633,239,943 | |
| 5 | ARES |
Ares Management Corp
|
5,392,155 | $600,200,763 | |
| 6 | APO |
Apollo Global Management, Inc.
|
4,502,365 | $532,674,795 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,101,289 | $505,227,334 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,711,675 | $412,255,943 |
All Filings in KWY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,915 | 9,205 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $89,416 | 8,573 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $113,355 | 8,428 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $124,313 | 8,503 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $116,010 | 8,568 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $155,191 | 19,595 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $390,266 | 46,627 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $236,243 | 28,532 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $50,213 | 6,094 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $142,246 | 17,056 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $91,324 | 10,872 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $52,095 | 6,900 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $69,136 | 8,483 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $361,668 | 41,052 | Shares | Defined | 2023-05-18 | |
| 2020-09-30 | $26 | 9 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $20 | 9 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||