Position in SAR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$154,585
+$1,036 QoQ
Shares Held
6,929
-1.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 59 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in SAR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,132,448,671 across 207 Asset Management names. SAR ranks #80 (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 SAR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,585 | 6,929 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $153,549 | 7,021 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $161,974 | 7,021 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $173,778 | 7,125 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $181,362 | 7,313 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $276,679 | 10,923 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $162,392 | 6,789 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $115,950 | 5,000 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $166,409 | 6,435 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $340,910 | 13,265 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $62,077 | 2,300 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,528 | 100 | Shares | Defined | 2023-05-18 | |
| 2021-09-30 | $344 | 12 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $26,870 | 1,000 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $25,320 | 1,000 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $20,850 | 1,000 | Shares | Other | 2021-02-19 | |
| 2020-03-31 | $624,993 | 54,300 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||