Position in PEO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$84,739
-$9,947 QoQ
Shares Held
3,428
+0.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 97 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,132,261,121 across 207 Asset Management names. PEO ranks #95 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
19,156,246 | $2,254,115,458 | |
| 2 | STT |
State Street Corp
|
4,428,797 | $751,123,966 | |
| 3 | BLK |
BlackRock, Inc.
|
650,612 | $625,602,468 | |
| 4 | ARES |
Ares Management Corp
|
5,392,155 | $600,200,763 | |
| 5 | APO |
Apollo Global Management, Inc.
|
4,502,365 | $532,674,795 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,101,289 | $505,227,334 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,711,675 | $412,255,943 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
9,100,060 | $387,571,549 |
All Filings in PEO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,739 | 3,428 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $94,686 | 3,406 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $88,263 | 4,060 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $86,402 | 4,015 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $83,918 | 3,927 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $88,593 | 3,884 | Shares | Other | 2025-05-12 | |
| 2024-09-30 | $88,582 | 3,815 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $89,528 | 3,792 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $87,442 | 3,792 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $150,680 | 7,304 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $77,728 | 3,362 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $445,942 | 21,419 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $106,766 | 5,193 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $66,075 | 3,031 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $55,480 | 2,851 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $55,508 | 2,851 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $59,670 | 2,851 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $47,098 | 2,851 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $44,261 | 2,821 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $13,672 | 844 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $12,415 | 844 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $9,596 | 844 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $7,970 | 815 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,258 | 815 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $6,756 | 815 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||