Position in WTS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$66,361,339
+$15,633,455 QoQ
Shares Held
169,527
-3.0% QoQ
Ownership
0.508%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 578 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in WTS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026JPMORGAN CHASE & CO holds $28,669,668,816 across 63 Specialty Industrial Machinery names. WTS ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,253,305 | $7,346,757,902 | |
| 2 | ETN |
Eaton Corp plc
|
16,785,110 | $7,152,471,063 | |
| 3 | DOV |
DOVER Corp
|
14,615,050 | $3,277,863,402 | |
| 4 | EMR |
Emerson Electric Co
|
10,753,147 | $1,539,312,985 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,554,093 | $1,520,089,434 | |
| 6 | ROK |
Rockwell Automation, Inc
|
2,919,588 | $1,445,429,618 | |
| 7 | AME |
Ametek Inc/
|
4,371,879 | $1,057,732,395 | |
| 8 | IR |
Ingersoll Rand Inc.
|
10,642,725 | $872,597,012 |
All Filings in WTS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,361,339 | 169,527 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $50,727,884 | 174,749 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $56,510,123 | 204,732 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $63,725,268 | 228,177 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $60,425,247 | 245,741 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $45,330,187 | 222,294 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $57,859,581 | 284,602 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $55,410,681 | 267,439 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $46,810,689 | 255,280 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $58,254,848 | 274,076 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $50,561,197 | 242,686 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $42,481,399 | 245,813 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $49,470,769 | 269,258 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $39,733,784 | 236,061 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $32,116,197 | 219,628 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $33,701,420 | 268,046 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $36,105,374 | 293,922 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $47,313,607 | 338,947 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $55,157,868 | 284,070 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $47,154,453 | 280,531 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $29,628,336 | 203,059 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $23,493,724 | 197,742 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $18,058,209 | 148,383 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $7,430,929 | 74,198 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $8,058,042 | 99,482 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $7,556,025 | 89,262 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||