Position in WHG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$49,969
-$98,069 QoQ
Shares Held
3,034
-64.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHG 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. WHG ranks #102 (0.0% 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 WHG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,969 | 3,034 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $148,038 | 8,602 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $168,049 | 10,191 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $117,576 | 7,537 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $8,860 | 547 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,676 | 598 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $8,490 | 598 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $7,283 | 598 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $6,073 | 493 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $7,918 | 630 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $233 | 23 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $173 | 14 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $156 | 14 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $155 | 14 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,097 | 114 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $193 | 14 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $214 | 14 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $41,452 | 2,447 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $205,960 | 10,840 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $384,803 | 17,684 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $512,432 | 35,438 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $416,179 | 28,702 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $83,928 | 7,534 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $157,074 | 9,973 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $380,042 | 20,756 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||