Position in STEP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$70,620,061
-$4,170,071 QoQ
Shares Held
1,479,884
+27.0% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 93.07479505150404.ToString("F0")%
Shared 0.ToString("F0")%
None 6.9252049484959635.ToString("F0")%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $8,464,313,870 across 185 Asset Management names. STEP ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in STEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,620,061 | 1,479,884 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $74,790,132 | 1,165,500 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $89,849,315 | 1,375,736 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $82,600,982 | 1,488,306 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $85,923,048 | 1,645,090 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $99,083,148 | 1,711,872 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $92,881,925 | 1,634,382 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $106,348,741 | 2,317,471 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $103,184,988 | 2,887,101 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $110,295,626 | 3,465,147 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $109,678,064 | 3,473,023 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $109,257,778 | 4,403,780 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $104,297,701 | 4,297,392 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $102,772,797 | 4,081,525 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $98,681,744 | 4,026,183 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $105,982,550 | 4,071,554 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $127,605,053 | 3,859,802 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $133,281,026 | 3,206,183 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $117,063,385 | 2,745,389 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $107,714,104 | 3,131,224 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $94,801,032 | 2,687,866 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $75,663,142 | 1,901,084 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $28,992,897 | 1,089,549 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||