JPMORGAN CHASE & CO

Position in NIE — Virtus Equity & Convertible Income Fund

CIK 19617 NEW YORK, NY

Position in NIE

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$7,124

-$1,797 QoQ

Shares Held

305

-14.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

JPMORGAN CHASE & CO holds $8,464,313,870 across 185 Asset Management names. NIE ranks #129 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,124	305	-14.8%	Shares	Other	2026-05-13
2025-12-31	$8,921	358	-10.9%	Shares	Other	2026-02-11
2025-09-30	$10,094	402	-79.5%	Shares	Other	2025-11-26
2025-03-31	$43,396	1,961	-31.9%	Shares	Other	2025-05-12
2024-09-30	$66,291	2,881	+29.1%	Shares	Other	2024-11-08
2024-06-30	$51,848	2,231	+88.3%	Shares	Sole	2024-08-12
2024-03-31	$26,532	1,185	-89.4%	Shares	Defined	2024-05-10
2023-12-31	$233,920	11,187	-27.4%	Shares	Defined	2024-02-12
2023-09-30	$306,604	15,415	-21.3%	Shares	Defined	2023-11-14
2023-06-30	$414,053	19,577	+808.9%	Shares	Defined	2023-08-11
2023-03-31	$42,326	2,154	+6631.2%	Shares	Defined	2023-05-18
2022-06-30	$664	32	-96.7%	Shares	Defined	2022-08-11
2022-03-31	$26,678	983	—	Shares	Defined	2022-05-11
No filing history on record for this holder in this stock.