Position in SYM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$129,890,930
+$4,150,287 QoQ
Shares Held
2,889,676
+22.3% QoQ
Ownership
0.478%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 414 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026JPMORGAN CHASE & CO holds $28,674,908,265 across 65 Specialty Industrial Machinery names. SYM ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,253,305 | $7,346,757,902 | |
| 2 | ETN |
Eaton Corp plc
|
16,785,110 | $7,152,471,063 | |
| 3 | DOV |
DOVER Corp
|
14,615,050 | $3,277,863,402 | |
| 4 | EMR |
Emerson Electric Co
|
10,753,147 | $1,539,312,985 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,554,093 | $1,520,089,434 | |
| 6 | ROK |
Rockwell Automation, Inc
|
2,919,588 | $1,445,429,618 | |
| 7 | AME |
Ametek Inc/
|
4,371,879 | $1,057,732,395 | |
| 8 | IR |
Ingersoll Rand Inc.
|
10,642,725 | $872,597,012 |
All Filings in SYM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,890,930 | 2,889,676 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $125,740,643 | 2,363,546 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $129,375,132 | 2,174,372 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,404,470 | 26,057 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $955,087 | 24,584 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $505,490 | 25,012 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $411,343 | 17,349 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $413,993 | 16,974 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $558,269 | 15,878 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $482,940 | 10,732 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $813,323 | 15,845 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $313,104 | 9,366 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $419,836 | 9,807 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $34,533 | 1,512 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1 | 100 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,250 | 1,500 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $534,074 | 48,685 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 SVFC | — | 48,685 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 SVFC | — | 48,685 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||