Position in LU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$41,263
-$93,098 QoQ
Shares Held
22,066
-58.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $30,733,031,405 across 45 Credit Services names. LU ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
32,656,501 | $16,317,147,279 | |
| 2 | AXP |
American Express Co
|
20,408,323 | $6,173,109,528 | |
| 3 | V |
Visa Inc.
|
13,630,427 | $4,119,660,245 | |
| 4 | COF |
Capital One Financial Corp
|
17,355,846 | $3,166,226,974 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
5,545,053 | $250,802,738 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
5,297,016 | $242,709,264 | |
| 7 | SYF |
Synchrony Financial
|
1,639,254 | $111,502,048 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
515,476 | $96,909,488 |
All Filings in LU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,263 | 22,066 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $134,361 | 52,485 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $409,296 | 100,812 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $306,966 | 110,024 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $187,178 | 63,023 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $140,434 | 58,759 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $220,690 | 63,235 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $117,563 | 49,605 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $588,230 | 139,391 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $785,118 | 255,739 | Shares | Defined | 2024-12-26 | |
| No filing history on record for this holder in this stock. | ||||||