Position in PEN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$132,207,999
-$115,739,613 QoQ
Shares Held
402,619
-49.5% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83.46153559568724.ToString("F0")%
Shared 0.ToString("F0")%
None 16.538464404312762.ToString("F0")%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026JPMORGAN CHASE & CO holds $18,238,887,196 across 97 Medical Devices names. PEN ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
15,596,897 | $5,124,984,375 | |
| 2 | MDT |
Medtronic plc
|
50,973,541 | $4,416,857,318 | |
| 3 | ABT |
Abbott Laboratories
|
26,767,099 | $2,748,178,043 | |
| 4 | BSX |
Boston Scientific Corp
|
33,350,157 | $2,092,722,344 | |
| 5 | EW |
Edwards Lifesciences Corp
|
21,744,712 | $1,741,316,529 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
8,964,669 | $638,105,129 | |
| 7 | DXCM |
Dexcom Inc
|
5,999,470 | $376,766,708 | |
| 8 | GMED |
Globus Medical Inc
|
2,595,308 | $223,611,733 |
All Filings in PEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,207,999 | 402,619 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $247,947,612 | 797,490 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $213,725,319 | 843,697 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $192,695,508 | 750,869 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $188,158,763 | 703,634 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $31,116,526 | 131,028 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $74,642,628 | 384,142 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $56,682,448 | 314,955 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $22,900,494 | 102,610 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $18,362,417 | 73,000 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $21,673,440 | 89,593 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $41,616,805 | 120,958 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $30,076,778 | 107,922 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $22,878,675 | 102,844 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $19,691,664 | 103,859 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $12,337,688 | 99,082 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $17,642,673 | 79,425 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $21,179,504 | 73,714 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $17,731,577 | 66,535 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $20,240,973 | 73,856 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $16,016,982 | 59,195 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $10,635,625 | 60,775 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $23,178,259 | 119,242 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,987,056 | 61,442 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $8,316,076 | 51,547 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||