Position in WMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$43,323,467
+$3,203,896 QoQ
Shares Held
276,016
-5.7% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 543 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026JPMORGAN CHASE & CO holds $10,544,156,133 across 33 Building Products & Equipment names. WMS ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
12,562,815 | $6,170,352,207 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
34,487,524 | $2,529,659,875 | |
| 3 | JCI |
Johnson Controls International plc
|
3,692,473 | $539,507,223 | |
| 4 | MAS |
Masco Corp /De/
|
5,463,570 | $444,570,684 | |
| 5 | CSL |
Carlisle Companies Inc
|
565,711 | $205,211,662 | |
| 6 | OC |
Owens Corning
|
1,066,825 | $169,582,499 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
411,208 | $100,815,860 | |
| 8 | LII |
Lennox International Inc
|
115,942 | $66,428,964 |
All Filings in WMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,323,467 | 276,016 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $40,119,571 | 292,566 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $36,967,563 | 255,248 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $34,563,481 | 249,196 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $29,008,461 | 252,555 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $28,995,094 | 266,867 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $31,587,465 | 273,248 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $39,360,717 | 250,450 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $41,568,591 | 259,172 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $41,129,013 | 238,789 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $100,582,630 | 715,178 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $75,978,789 | 667,476 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $75,295,961 | 661,768 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $55,469,713 | 658,707 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $44,136,578 | 538,448 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $172,252,200 | 1,384,998 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $136,350,034 | 1,513,823 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $199,944,870 | 1,682,896 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $235,614,618 | 1,730,806 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $127,304,729 | 1,176,895 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $150,915,250 | 1,294,632 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $216,088,508 | 2,090,033 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $189,224,363 | 2,263,991 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $131,905,746 | 2,112,520 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $99,477,025 | 2,013,705 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $62,369,903 | 2,118,543 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||