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Equibles

JPMORGAN CHASE & CO

Position in WHG — Westwood Holdings Group Inc

CIK 19617 NEW YORK, NY
Back to WHG Full portfolio

Position in WHG

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$65,373
+$15,404 QoQ
Shares Held
3,412
+12.5% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 70 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in WHG 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. WHG ranks #101 (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 WHG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $65,373 3,412
2026-03-31 $49,969 3,034
2025-12-31 $148,038 8,602
2025-09-30 $168,049 10,191
2025-06-30 $117,576 7,537
2025-03-31 $8,860 547
2024-12-31 $8,676 598
2024-09-30 $8,490 598
2024-06-30 $7,283 598
2024-03-31 $6,073 493
2023-12-31 $7,918 630
2023-09-30 $233 23
2023-06-30 $173 14
2023-03-31 $156 14
2022-12-31 $155 14
2022-09-30 $1,097 114
2022-06-30 $193 14
2022-03-31 $214 14
2021-12-31 $41,452 2,447
2021-09-30 $205,960 10,840
2021-06-30 $384,803 17,684
2021-03-31 $512,432 35,438
2020-12-31 $416,179 28,702
2020-09-30 $83,928 7,534
2020-06-30 $157,074 9,973
2020-03-31 $380,042 20,756