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Equibles

JPMORGAN CHASE & CO

Position in WDI — Western Asset Diversified Income Fund (WDI)

CIK 19617 NEW YORK, NY
Back to WDI Full portfolio

Position in WDI

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,553,931
+$118,335 QoQ
Shares Held
188,343
+3.9% QoQ
Ownership
0.363%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 66 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WDI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

JPMORGAN CHASE & CO holds $8,132,261,121 across 207 Asset Management names. WDI ranks #52 (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 WDI

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,553,931 188,343
2026-03-31 $2,435,596 181,220
2025-12-31 $2,435,517 176,359
2025-09-30 $2,584,679 175,709
2025-06-30 $2,133,383 143,759
2025-03-31 $1,538,925 106,500
2024-12-31 $1,036,830 72,760
2024-09-30 $822,572 52,460
2024-06-30 $579,988 40,249
2024-03-31 $646,810 44,762
2023-12-31 $1,311,129 92,988
2023-09-30 $764,927 57,774
2023-06-30 $431,861 32,061
2023-03-31 $239,134 17,980
2022-12-31 $228,346 17,980
2022-09-30 $210,715 16,750
2022-06-30 $162,855 11,750
2022-03-31 $81,050 5,000
2021-12-31 $45,775 2,500