Position in SYM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$125,740,643
-$3,634,489 QoQ
Shares Held
2,363,546
+8.7% QoQ
Ownership
0.392%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 51.57441403721358.ToString("F0")%
Shared 0.0003807837884263729.ToString("F0")%
None 48.425205178998.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026JPMORGAN CHASE & CO holds $25,019,303,886 across 63 Specialty Industrial Machinery names. SYM ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
19,300,911 | $6,903,356,829 | |
| 2 | GEV |
GE Vernova Inc.
|
6,752,963 | $5,894,661,392 | |
| 3 | DOV |
DOVER Corp
|
14,121,061 | $2,943,535,156 | |
| 4 | EMR |
Emerson Electric Co
|
14,883,944 | $1,950,094,332 | |
| 5 | IR |
Ingersoll Rand Inc.
|
15,132,848 | $1,212,443,768 | |
| 6 | AME |
Ametek Inc/
|
4,657,399 | $998,360,042 | |
| 7 | PH |
Parker-Hannifin Corp
|
930,602 | $833,112,126 | |
| 8 | ITT |
Itt Inc.
|
4,228,168 | $805,592,845 |
All Filings in SYM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-11-26 | |
| 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 | $1,194 | 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 | |
| No filing history on record for this holder in this stock. | ||||||