Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

JPMORGAN CHASE · COM · quarter ended 2026-03-31 · 88 members disclosed JPM ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 4,295 holders are listed, largest first: 4,295
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $524B
holders whose share count rose or who opened the position (new + add), by shares: 1,904
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 304

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of JPM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$61.3B	208,220,293	−3,376,439	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$48.6B	165,278,733	—	NO PRIOR
3	STATE STREET CORP	$36.6B	124,276,661	−1,065,474	TRIM
4	MORGAN STANLEY	$20.2B	68,544,442	+2,159,174	ADD
5	BANK OF AMERICA CORP /DE/	$19.3B	65,660,460	+8,941,351	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$19.3B	65,580,826	—	NO PRIOR
7	GEODE CAPITAL MANAGEMENT, LLC	$18.3B	62,550,814	+1,282,126	ADD
8	FMR LLC	$9.2B	31,433,969	−4,266,750	TRIM
9	NORTHERN TRUST CORP	$9.2B	31,221,042	−451,720	TRIM
10	Capital Research Global Investors	$8.1B	27,413,395	+5,483,088	ADD
11	ROYAL BANK OF CANADA	$7.0B	23,892,148	−183,240	TRIM
12	GOLDMAN SACHS GROUP INC	$6.9B	23,448,974	+1,671,304	ADD
13	WELLS FARGO & COMPANY/MN	$6.8B	23,000,631	−85,269	TRIM
14	Bank of New York Mellon Corp	$6.2B	21,102,442	−2,322,040	TRIM
15	UBS Group AG	$5.6B	19,111,750	+216,115	ADD
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$5.6B	19,101,113	+353,294	ADD
17	DIMENSIONAL FUND ADVISORS LP	$5.6B	18,968,884	+607,288	ADD
18	Legal & General Group Plc	$5.5B	18,847,278	−172,286	TRIM
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$5.5B	18,698,779	+2,296,908	ADD
20	AMERIPRISE FINANCIAL INC	$5.0B	17,103,080	−2,249,514	TRIM
21	Fisher Asset Management, LLC	$5.0B	17,020,065	+1,001,409	ADD
22	Capital World Investors	$4.5B	15,421,463	−2,719,609	TRIM
23	Nuveen, LLC	$4.4B	15,065,123	+289,721	ADD
24	FRANKLIN RESOURCES INC	$4.4B	15,025,584	+2,605,054	ADD
25	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$4.3B	14,662,099	−857,306	TRIM
26	RAYMOND JAMES FINANCIAL INC	$4.3B	14,483,337	+34,894	ADD
27	VANGUARD FIDUCIARY TRUST CO	$4.1B	14,102,375	—	NO PRIOR
28	Capital International Investors	$3.7B	12,605,169	−14,020,856	TRIM
29	BARCLAYS PLC	$3.7B	12,411,127	+2,661,354	ADD
30	Invesco Ltd.	$3.6B	12,348,261	−2,100,636	TRIM
31	DEUTSCHE BANK AG\	$2.4B	8,311,386	−1,879,208	TRIM
32	Neuberger Berman Group LLC	$2.3B	7,886,541	−327,973	TRIM
33	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.2B	7,564,432	−1,567,668	TRIM
34	ENVESTNET ASSET MANAGEMENT INC	$2.1B	7,190,378	+411,820	ADD
35	Boston Partners	$2.1B	7,053,020	−178,976	TRIM
36	Amundi	$2.0B	6,968,496	+217,543	ADD
37	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.0B	6,944,004	+1,662,250	ADD
38	Baird Financial Group, Inc.	$2.0B	6,687,348	+6,687,348	NEW
39	HSBC HOLDINGS PLC	$2.0B	6,675,235	−8,454,235	TRIM
40	CANADA PENSION PLAN INVESTMENT BOARD	$1.9B	6,524,314	+950,958	ADD
41	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.9B	6,540,446	−73,502	TRIM
42	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$1.9B	6,308,333	−452,986	TRIM
43	Mitsubishi UFJ Asset Management Co., Ltd.	$1.8B	6,234,859	+367,275	ADD
44	Sumitomo Mitsui Trust Group, Inc.	$1.8B	6,110,549	−364,413	TRIM
45	ALLIANCEBERNSTEIN L.P.	$1.7B	5,192,793	−233,400	TRIM
46	BANK OF MONTREAL /CAN/	$1.6B	5,555,718	−275,821	TRIM
47	National Pension Service	$1.6B	5,513,297	+5,513,297	NEW
48	Vanguard Global Advisers, LLC	$1.6B	5,460,327	—	NO PRIOR
49	LPL Financial LLC	$1.6B	5,390,938	−68,886	TRIM
50	PRINCIPAL FINANCIAL GROUP INC	$1.5B	4,961,596	−172,687	TRIM
51	JPMORGAN CHASE & CO	$1.4B	5,057,631	+131,262	ADD
52	VANGUARD ASSET MANAGEMENT, Ltd	$1.4B	4,809,904	—	NO PRIOR
53	Unisphere Establishment	$1.4B	4,800,000	0	NO CHANGE
54	Swedbank AB	$1.4B	4,607,397	−117,929	TRIM
55	CIBC Bancorp USA Inc.	$1.3B	4,378,303	—	NO PRIOR
56	TD ASSET MANAGEMENT INC	$1.3B	4,376,725	−554,991	TRIM
57	Clearbridge Investments, LLC	$1.3B	4,315,350	−306,193	TRIM
58	Janus Henderson Group Ltd.	$1.2B	4,175,138	−18,473	TRIM
59	Sanders Capital, LLC	$1.1B	3,896,565	−408,928	TRIM
60	STIFEL FINANCIAL CORP	$1.1B	3,849,282	−51,005	TRIM
61	WELLINGTON MANAGEMENT GROUP LLP	$1.1B	3,825,728	−6,565,981	TRIM
62	CITIGROUP INC	$1.1B	3,764,798	+772,781	ADD
63	AMERICAN CENTURY COMPANIES INC	$1.1B	3,731,520	+24,201	ADD
64	NATIONAL BANK OF CANADA /FI/	$1.1B	3,696,591	+915,264	ADD
65	VOYA INVESTMENT MANAGEMENT LLC	$1.1B	3,682,091	+609,552	ADD
66	NORDEA INVESTMENT MANAGEMENT AB	$1.0B	3,636,099	+70,053	ADD
67	US BANCORP \DE\	$1.0B	3,519,784	−64,291	TRIM
68	D. E. Shaw & Co., Inc.	$1.0B	3,458,040	+3,038,807	ADD
69	PRIMECAP MANAGEMENT CO/CA/	$1.0B	3,403,527	−203,360	TRIM
70	TWO SIGMA INVESTMENTS, LP	$974M	3,310,888	+2,913,874	ADD
71	FIFTH THIRD BANCORP	$973M	3,307,677	+1,053,505	ADD
72	Corient Private Wealth LLC	$928M	3,156,561	−9,845,011	TRIM
73	FAYEZ SAROFIM & CO	$920M	3,129,122	−48,122	TRIM
74	Focus Partners Wealth	$915M	3,107,487	+99,924	ADD
75	TRUIST FINANCIAL CORP	$914M	3,108,545	+102,077	ADD
76	Allianz Asset Management GmbH	$912M	3,101,015	−131,658	TRIM
77	AVIVA PLC	$912M	3,099,451	+79,373	ADD
78	Mariner, LLC	$908M	3,085,976	+57,338	ADD
79	Ensign Peak Advisors, Inc	$888M	3,020,438	+45,314	ADD
80	Robeco Institutional Asset Management B.V.	$884M	3,006,428	−770,350	TRIM
81	APG Asset Management N.V.	$858M	3,362,145	+475,936	ADD
82	Capital Wealth Planning, LLC	$845M	2,873,074	+417,179	ADD
83	BANK OF NOVA SCOTIA	$844M	2,870,768	+897,081	ADD
84	AXIOM INVESTORS LLC /DE	$840M	2,856,017	+231,900	ADD
85	FIL Ltd	$840M	2,855,750	−139,644	TRIM
86	VIKING GLOBAL INVESTORS LP	$795M	2,704,018	+798,036	ADD
87	CIBC WORLD MARKET INC.	$792M	2,690,763	+707,383	ADD
88	HighTower Advisors, LLC	$783M	2,662,407	−9,763	TRIM
89	S&G Foundation	$770M	2,617,548	—	NO PRIOR
90	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$740M	2,514,182	−78,610	TRIM
91	CREDIT AGRICOLE S A	$736M	2,502,919	−233,788	TRIM
92	Qube Research & Technologies Ltd	$726M	2,467,644	+1,311,294	ADD
93	CITADEL ADVISORS LLC	$715M	2,432,173	+1,131,436	ADD
94	VICTORY CAPITAL MANAGEMENT INC	$711M	2,415,579	−111,424	TRIM
95	ADAGE CAPITAL PARTNERS GP, L.L.C.	$710M	2,415,266	−13,200	TRIM
96	Rockefeller Capital Management L.P.	$709M	2,409,554	+83,763	ADD
97	NATIXIS	$708M	2,405,450	+802,118	ADD
98	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$703M	2,390,561	+99,738	ADD
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$701M	2,384,247	−44,260	TRIM
100	Aberdeen Group plc	$695M	2,361,373	+48,933	ADD
101	BLAIR WILLIAM & CO/IL	$679M	2,307,253	−2,556	TRIM
102	Ninety One UK Ltd	$678M	2,305,629	+284,018	ADD
103	DANSKE BANK A/S	$675M	2,294,132	+622	ADD
104	FIRST TRUST ADVISORS LP	$658M	2,236,537	+314,439	ADD
105	PRUDENTIAL FINANCIAL INC	$655M	2,226,667	−12,106	TRIM
106	ROYAL LONDON ASSET MANAGEMENT LTD	$653M	2,219,889	−8,227	TRIM
107	Cerity Partners LLC	$616M	2,094,775	+43,954	ADD
108	1832 Asset Management L.P.	$590M	2,005,420	−177,998	TRIM
109	Bank Julius Baer & Co. Ltd, Zurich	$588M	2,012,100	−152,999	TRIM
110	MACKENZIE FINANCIAL CORP	$584M	1,983,783	−549,883	TRIM
111	Chevy Chase Trust Holdings, LLC	$570M	1,936,695	−72,170	TRIM
112	BAHL & GAYNOR INC	$568M	1,930,782	+3,740	ADD
113	JONES FINANCIAL COMPANIES LLLP	$558M	1,966,359	+834,820	ADD
114	Universal- Beteiligungs- und Servicegesellschaft mbH	$555M	1,899,884	−80,715	TRIM
115	TD Waterhouse Canada Inc.	$552M	1,871,825	+893,874	ADD
116	Zurcher Kantonalbank (Zurich Cantonalbank)	$537M	1,826,361	+1,826,361	NEW
117	KEYBANK NATIONAL ASSOCIATION/OH	$526M	1,788,071	−11,286	TRIM
118	Korea Investment CORP	$517M	1,757,000	−54,160	TRIM
119	M&T BANK CORP	$511M	1,738,460	−59,550	TRIM
120	STOREBRAND ASSET MANAGEMENT AS	$496M	1,686,895	—	NO PRIOR
121	SCOTIA CAPITAL INC.	$477M	1,620,878	−80,696	TRIM
122	AQR CAPITAL MANAGEMENT LLC	$473M	1,630,005	+219,613	ADD
123	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$468M	1,589,736	+484,284	ADD
124	Quantinno Capital Management LP	$467M	1,587,358	+295,189	ADD
125	Creative Planning	$454M	1,543,468	+44,216	ADD
126	TORONTO DOMINION BANK	$454M	1,541,895	−53,153	TRIM
127	PFA Pension, Forsikringsaktieselskab	$432M	1,468,243	+1,468,243	NEW
128	PUBLIC SECTOR PENSION INVESTMENT BOARD	$429M	1,457,721	+86,414	ADD
129	STATE OF WISCONSIN INVESTMENT BOARD	$429M	1,457,420	+26,119	ADD
130	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$423M	1,437,136	+492,401	ADD
131	NewEdge Advisors, LLC	$422M	1,434,818	+1,434,818	NEW
132	Cetera Investment Advisers	$417M	1,417,978	+24,913	ADD
133	COMMONWEALTH EQUITY SERVICES, LLC	$415M	1,412,005	−153,141	TRIM
134	Pictet Asset Management Holding SA	$411M	1,396,192	−71,097	TRIM
135	JENNISON ASSOCIATES LLC	$407M	1,383,648	−19,486	TRIM
136	UniSuper Management Pty Ltd	$405M	1,375,952	−29,626	TRIM
137	Haverford Trust Co	$400M	1,359,070	−17,746	TRIM
138	COMMERCE BANK	$397M	1,350,694	+168,612	ADD
139	Mitsubishi UFJ Trust & Banking Corp	$395M	1,342,241	−43,157	TRIM
140	SAMLYN CAPITAL, LLC	$394M	1,339,952	+703,669	ADD
141	OSAIC HOLDINGS, INC.	$393M	1,335,156	+192,199	ADD
142	Asset Management One Co., Ltd.	$392M	1,331,794	−83,021	TRIM
143	SEI INVESTMENTS CO	$382M	1,298,620	+338,806	ADD
144	Alphinity Investment Management Pty Ltd	$379M	1,289,083	−928,134	TRIM
145	NOMURA ASSET MANAGEMENT CO LTD	$361M	1,227,887	+14,678	ADD
146	MILLENNIUM MANAGEMENT LLC	$361M	1,226,765	−523,263	TRIM
147	BROWN ADVISORY INC	$359M	1,220,005	−2,786	TRIM
148	Artisan Partners Limited Partnership	$358M	1,218,651	+1,170,733	ADD
149	SEB Asset Management AB	$356M	1,210,826	—	NO PRIOR
150	MONTRUSCO BOLTON INVESTMENTS INC.	$356M	1,246,180	+240,754	ADD
151	Vanguard Investments Australia, Ltd.	$352M	1,195,181	—	NO PRIOR
152	Man Group plc	$341M	1,159,774	+312,673	ADD
153	GLENMEDE TRUST CO NA	$338M	1,148,125	−13,616	TRIM
154	KLP KAPITALFORVALTNING AS	$337M	1,144,192	+20,840	ADD
155	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$335M	1,137,453	+19,187	ADD
156	Employees Provident Fund Board	$332M	1,130,000	−55,864	TRIM
157	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$329M	1,264,868	−380,315	TRIM
158	Mawer Investment Management Ltd.	$328M	1,113,579	+98,026	ADD
159	REGIONS FINANCIAL CORP	$313M	1,065,620	−76,808	TRIM
160	GREAT LAKES ADVISORS, LLC	$312M	1,060,037	+43,520	ADD
161	MAIRS & POWER INC	$310M	1,054,197	−222,207	TRIM
162	Paralel Advisors LLC	$302M	1,028,000	0	NO CHANGE
163	BNP Paribas Asset Management Holding S.A.	$294M	998,182	−398,192	TRIM
164	Steward Partners Investment Advisory, LLC	$293M	996,961	+66,875	ADD
165	ACR Alpine Capital Research, LLC	$288M	978,495	+1,307	ADD
166	B. Metzler seel. Sohn & Co. AG	$279M	948,734	−26,167	TRIM
167	State of New Jersey Common Pension Fund D	$275M	934,681	−7,046	TRIM
168	Lansforsakringar Fondforvaltning AB (publ)	$273M	927,362	−5,808	TRIM
169	LGT Group Foundation	$269M	915,260	+66,131	ADD
170	ZACKS INVESTMENT MANAGEMENT	$269M	912,899	−178,610	TRIM
171	Sarasin & Partners LLP	$267M	908,567	−108,828	TRIM
172	&PARTNERS	$265M	936,618	+22,622	ADD
173	NISA INVESTMENT ADVISORS, LLC	$262M	890,157	−253,069	TRIM
174	Retirement Systems of Alabama	$258M	875,631	−66,605	TRIM
175	Tredje AP-fonden	$257M	872,571	−234,760	TRIM
176	Empower Advisory Group, LLC	$255M	866,890	+26,853	ADD
177	Resona Asset Management Co.,Ltd.	$251M	859,613	+6,278	ADD
178	AMF Tjanstepension AB	$251M	853,194	+12,219	ADD
179	CIBC Asset Management Inc	$250M	848,457	+25,148	ADD
180	Clark Capital Management Group, Inc.	$249M	845,798	+66,862	ADD
181	MERCER GLOBAL ADVISORS INC /ADV	$246M	837,325	+76,368	ADD
182	WORLDQUANT MILLENNIUM ADVISORS LLC	$244M	828,460	+102,386	ADD
183	ASSETMARK, INC	$242M	822,403	+21,107	ADD
184	Calamos Advisors LLC	$237M	804,936	+91,741	ADD
185	Epoch Investment Partners, Inc.	$235M	800,542	−100,713	TRIM
186	MML INVESTORS SERVICES, LLC	$234M	795,261	−150,009	TRIM
187	Mirae Asset Global Investments Co., Ltd.	$233M	791,281	−38,341	TRIM
188	BARTLETT & CO. WEALTH MANAGEMENT LLC	$227M	738,691	−8,192	TRIM
189	OMERS ADMINISTRATION Corp	$227M	771,720	+40,579	ADD
190	MENORA MIVTACHIM HOLDINGS LTD.	$227M	771,264	−334,300	TRIM
191	DnB Asset Management AS	$226M	767,773	+30,411	ADD
192	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$220M	748,885	+3,168	ADD
193	Arizona State Retirement System	$219M	745,877	−23,221	TRIM
194	CI INVESTMENTS INC.	$219M	744,679	−63,548	TRIM
195	JANE STREET GROUP, LLC	$218M	740,094	−527,284	TRIM
196	Czech National Bank	$216M	734,298	+16,479	ADD
197	GROUPAMA ASSET MANAGMENT	$216M	733,012	−27,014	TRIM
198	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$215M	731,961	+52,648	ADD
199	TEACHER RETIREMENT SYSTEM OF TEXAS	$215M	729,429	−171,239	TRIM
200	Quilter Plc	$211M	718,362	+13,973	ADD
201	Sanctuary Advisors, LLC	$211M	718,193	+16,144	ADD
202	STATE OF MICHIGAN RETIREMENT SYSTEM	$207M	704,331	−208,400	TRIM
203	Sumitomo Mitsui DS Asset Management Company, Ltd	$207M	703,927	−7,128	TRIM
204	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$204M	692,247	+254,060	ADD
205	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$203M	691,751	−86,170	TRIM
206	Eurizon Capital SGR S.p.A.	$203M	692,624	−172,407	TRIM
207	RENAISSANCE TECHNOLOGIES LLC	$202M	688,350	+686,249	ADD
208	FIRST FINANCIAL BANKSHARES INC	$198M	673,281	−64,004	TRIM
209	Compagnie Lombard Odier SCmA	$197M	670,703	−61,000	TRIM
210	ProShare Advisors LLC	$197M	668,606	−33,032	TRIM
211	James Hambro & Partners LLP	$196M	664,869	−26,393	TRIM
212	EP Wealth Advisors, LLC	$193M	657,750	+11,160	ADD
213	Rafferty Asset Management, LLC	$193M	655,498	−174,928	TRIM
214	WELCH & FORBES LLC	$192M	652,907	−13,050	TRIM
215	Federation des caisses Desjardins du Quebec	$191M	650,477	+51,416	ADD
216	PANAGORA ASSET MANAGEMENT INC	$190M	645,667	−168,282	TRIM
217	MetLife Investment Management, LLC	$185M	630,335	−22,168	TRIM
218	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$185M	628,346	+156,256	ADD
219	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$185M	628,060	−5,153	TRIM
220	Pinnacle Financial Partners, Inc.	$181M	616,866	−3,731	TRIM
221	BRISTOL JOHN W & CO INC /NY/	$178M	604,237	−162,495	TRIM
222	Douglas Lane & Associates, LLC	$175M	596,561	−11,028	TRIM
223	Capital International, Inc./CA/	$175M	595,657	+6,803	ADD
224	Allspring Global Investments Holdings, LLC	$175M	591,233	−28,646	TRIM
225	Daiwa Securities Group Inc.	$172M	584,966	+43,626	ADD
226	GATEWAY INVESTMENT ADVISERS LLC	$171M	579,629	−102,427	TRIM
227	PARNASSUS INVESTMENTS, LLC	$169M	574,730	+73,821	ADD
228	Kestra Advisory Services, LLC	$168M	571,772	+32,201	ADD
229	Life Cycle Investment Partners Ltd	$167M	568,369	+194,602	ADD
230	Migdal Insurance & Financial Holdings Ltd.	$167M	568,434	+317,010	ADD
231	CAPITAL ADVISORS INC/OK	$167M	566,978	−285	TRIM
232	MUFG Securities EMEA plc	$166M	565,835	−48,906	TRIM
233	BROWN BROTHERS HARRIMAN & CO	$166M	564,561	+432,048	ADD
234	Boston Trust Walden Corp	$164M	556,467	−42,047	TRIM
235	DAVIS SELECTED ADVISERS	$164M	556,452	−15,134	TRIM
236	HOMESTEAD ADVISERS CORP	$162M	554,425	−6,300	TRIM
237	CWM, LLC	$162M	550,203	+14,094	ADD
238	Tidal Investments LLC	$161M	549,403	+68,059	ADD
239	IFM Investors Pty Ltd	$160M	544,830	+15,948	ADD
240	Lido Advisors, LLC	$159M	539,119	−53,231	TRIM
241	Evercore Wealth Management, LLC	$157M	532,133	−54,861	TRIM
242	Woodline Partners LP	$156M	529,119	+64,146	ADD
243	Swiss Life Asset Management Ltd	$155M	528,170	+8,450	ADD
244	DAVENPORT & Co LLC	$155M	529,575	−49,644	TRIM
245	Banco Santander, S.A.	$154M	523,635	+47,709	ADD
246	ATALANTA SOSNOFF CAPITAL, LLC	$153M	520,766	−140,831	TRIM
247	FACTORY MUTUAL INSURANCE CO	$153M	519,225	+25,450	ADD
248	Union Bancaire Privee, UBP SA	$152M	564,212	−79,452	TRIM
249	ING GROEP NV	$149M	507,943	+669	ADD
250	Vanguard Personalized Indexing Management, LLC	$148M	502,465	+18,917	ADD
251	Zurich Insurance Group Ltd/FI	$146M	497,751	+15,751	ADD
252	ASR Vermogensbeheer N.V.	$146M	497,274	+4,047	ADD
253	Pathstone Holdings, LLC	$145M	493,552	+3,708	ADD
254	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$145M	492,656	+492,656	NEW
255	NewEdge Wealth, LLC	$145M	492,565	+12,064	ADD
256	XPONANCE LLC	$144M	490,494	+72,470	ADD
257	TUDOR INVESTMENT CORP ET AL	$144M	488,304	+187,780	ADD
258	Connor, Clark & Lunn Investment Management Ltd.	$143M	484,736	+222,252	ADD
259	HM PAYSON & CO	$142M	481,849	+13,354	ADD
260	QRG CAPITAL MANAGEMENT, INC.	$140M	477,500	+29,555	ADD
261	AGF MANAGEMENT LTD	$140M	477,180	−54,578	TRIM
262	Candriam S.C.A.	$140M	476,801	−148,612	TRIM
263	MAI Capital Management	$139M	471,211	+7,265	ADD
264	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$138M	469,496	0	NO CHANGE
265	Groupe la Francaise	$138M	473,115	+7,620	ADD
266	Davis Asset Management, L.P.	$138M	468,786	+468,786	NEW
267	FEDERATED HERMES, INC.	$137M	467,060	−5,316	TRIM
268	Empowered Funds, LLC	$137M	464,394	+212,167	ADD
269	AE Wealth Management LLC	$136M	463,812	−52,795	TRIM
270	Beacon Pointe Advisors, LLC	$136M	461,949	+118,293	ADD
271	USS Investment Management Ltd	$133M	453,233	+6,128	ADD
272	Varma Mutual Pension Insurance Co	$133M	450,511	0	NO CHANGE
273	Midwest Trust Co	$132M	448,341	+6,820	ADD
274	Utah Retirement Systems	$130M	441,676	−13,968	TRIM
275	Advisors Capital Management, LLC	$129M	438,486	+7,625	ADD
276	UMB Bank, n.a.	$129M	437,638	−6,682	TRIM
277	OPPENHEIMER ASSET MANAGEMENT INC.	$128M	435,040	−1,341	TRIM
278	STEPHENS INC /AR/	$125M	424,070	+9,279	ADD
279	Smead Capital Management, Inc.	$122M	416,094	−146,698	TRIM
280	LAZARD ASSET MANAGEMENT LLC	$122M	415,836	+112,299	ADD
281	PINNACLE ASSOCIATES LTD	$122M	413,660	−9,597	TRIM
282	Allworth Financial LP	$121M	411,708	−19	TRIM
283	Carnegie Investment Counsel	$121M	420,798	+1,651	ADD
284	Curi Capital, LLC	$120M	407,680	−3,560	TRIM
285	ABN AMRO Bank N.V.	$120M	407,444	−240,087	TRIM
286	NEOS Investment Management LLC	$118M	402,050	+41,735	ADD
287	Guidance Point Advisors, LLC	$118M	401,007	+2	ADD
288	Hardy Reed LLC	$118M	400,318	−653	TRIM
289	Holocene Advisors, LP	$117M	399,355	+89,092	ADD
290	EASTERN BANK	$117M	398,696	−41,141	TRIM
291	D.A. DAVIDSON & CO.	$117M	398,461	−13,334	TRIM
292	IEQ CAPITAL, LLC	$116M	394,889	+3,277	ADD
293	NISSAY ASSET MANAGEMENT CORP /JAPAN	$116M	394,566	−70,157	TRIM
294	EFG International AG	$116M	394,138	−148,690	TRIM
295	Glenview Trust Co	$116M	394,136	−5,277	TRIM
296	RWA WEALTH PARTNERS, LLC	$115M	390,917	+8,026	ADD
297	TCTC Holdings, LLC	$114M	388,069	+1,957	ADD
298	BECK MACK & OLIVER LLC	$114M	387,735	−9,239	TRIM
299	Rakuten Investment Management, Inc.	$114M	401,444	+42,167	ADD
300	ASSOCIATED BANC-CORP	$113M	385,784	−7,611	TRIM
301	OPPENHEIMER & CO INC	$113M	382,956	−5,561	TRIM
302	Andra AP-fonden	$113M	382,685	+141,684	ADD
303	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$110M	375,188	−112,755	TRIM
304	Sequoia Financial Advisors, LLC	$110M	374,677	−19,306	TRIM
305	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$110M	374,636	+1,321	ADD
306	DAVIS R M INC	$110M	373,195	+373,195	NEW
307	Vinva Investment Management Ltd	$110M	385,940	+64,717	ADD
308	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$109M	370,760	−5,457	TRIM
309	Wealthfront Advisers LLC	$109M	369,745	+9,967	ADD
310	SAPIENT CAPITAL LLC	$108M	366,235	−92,337	TRIM
311	Private Advisor Group, LLC	$107M	365,394	−7,759	TRIM
312	Principle Wealth Partners LLC	$105M	357,768	−338	TRIM
313	WESTWOOD HOLDINGS GROUP INC	$104M	353,968	−13,056	TRIM
314	Cresset Asset Management, LLC	$103M	351,216	−3,101	TRIM
315	CITIZENS FINANCIAL GROUP INC/RI	$103M	351,138	−7,980	TRIM
316	BECKER CAPITAL MANAGEMENT INC	$103M	350,079	−6,534	TRIM
317	HANCOCK WHITNEY CORP	$103M	338,240	−11,938	TRIM
318	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$102M	349,593	+60,157	ADD
319	Waverly Advisors, LLC	$102M	347,996	+29,118	ADD
320	Investment Management Corp of Ontario	$102M	347,717	−8,833	TRIM
321	Marex Group Ltd	$102M	347,684	+322,699	ADD
322	BERKSHIRE ASSET MANAGEMENT LLC/PA	$102M	346,340	−2,090	TRIM
323	FLPUTNAM INVESTMENT MANAGEMENT CO	$102M	345,943	+10,975	ADD
324	KESTRA PRIVATE WEALTH SERVICES, LLC	$102M	345,829	+345,829	NEW
325	Erste Asset Management GmbH	$102M	358,880	−34,017	TRIM
326	DONALDSON CAPITAL MANAGEMENT, LLC	$101M	342,320	−3,270	TRIM
327	BARR E S & CO	$100M	341,467	−6,652	TRIM
328	WATERS PARKERSON & CO., LLC	$99.6M	338,645	−3,861	TRIM
329	LOS ANGELES CAPITAL MANAGEMENT LLC	$99.3M	337,511	−96,494	TRIM
330	PZENA INVESTMENT MANAGEMENT LLC	$99.2M	337,262	−5,128	TRIM
331	Henshaw Capital LLC	$99.2M	337,139	—	NO PRIOR
332	Alyeska Investment Group, L.P.	$97.8M	332,527	+332,527	NEW
333	Wilkinson Global Asset Management LLC	$97.4M	331,239	−22,818	TRIM
334	Vontobel Holding Ltd.	$97.4M	331,180	−49,964	TRIM
335	EDMOND DE ROTHSCHILD HOLDING S.A.	$96.7M	328,627	+160,491	ADD
336	MACQUARIE GROUP LTD	$96.0M	327,107	−139,762	TRIM
337	ABN AMRO INVESTMENT SOLUTIONS	$95.0M	323,111	+133,894	ADD
338	Raiffeisen Bank International AG	$93.4M	328,968	−34,472	TRIM
339	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$92.8M	315,309	+9,540	ADD
340	YOUSIF CAPITAL MANAGEMENT, LLC	$92.6M	314,837	−17,934	TRIM
341	Mediolanum International Funds Ltd	$92.6M	326,164	+9,073	ADD
342	FIDUCIARY TRUST CO	$92.2M	313,362	−8,929	TRIM
343	MEYER HANDELMAN CO	$92.2M	313,274	+7,626	ADD
344	Mesirow Financial Investment Management, Inc.	$91.8M	311,969	+16,866	ADD
345	Equitable Holdings, Inc.	$91.4M	289,120	+79,490	ADD
346	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$90.8M	308,772	−2,962	TRIM
347	PARK NATIONAL CORP /OH/	$89.3M	303,694	−961	TRIM
348	Aware Super Pty Ltd as trustee of Aware Super	$87.8M	298,631	—	NO PRIOR
349	SMITH CHAS P & ASSOCIATES PA CPAS	$87.6M	297,966	−5,729	TRIM
350	Aptus Capital Advisors, LLC	$87.5M	297,342	−15,561	TRIM
351	FIRST MANHATTAN CO. LLC.	$86.3M	293,272	−6,522	TRIM
352	OFI INVEST ASSET MANAGEMENT	$85.6M	332,924	+7,628	ADD
353	Clearstead Advisors, LLC	$85.3M	289,929	+29,997	ADD
354	Evelyn Partners Investment Management LLP	$84.3M	286,422	+15,530	ADD
355	Argent Trust Co	$84.2M	286,285	+5,786	ADD
356	M&G Plc	$83.8M	284,971	−22,331	TRIM
357	CHILTON CAPITAL MANAGEMENT LLC	$83.3M	283,310	+104,848	ADD
358	OP Asset Management Ltd	$82.8M	281,552	—	NO PRIOR
359	Welch Group, LLC	$81.5M	277,004	−4,035	TRIM
360	Badgley Phelps Wealth Managers, LLC	$81.1M	275,805	−45,797	TRIM
361	BOWEN HANES & CO INC	$81.0M	275,470	−1,749	TRIM
362	PRUDENTIAL PLC	$80.2M	272,786	+14,819	ADD
363	DAYMARK WEALTH PARTNERS, LLC	$80.0M	271,829	+12,181	ADD
364	Quintet Private Bank (Europe) S.A.	$79.6M	270,572	−9,991	TRIM
365	MCDONALD CAPITAL INVESTORS INC/CA	$78.9M	268,256	−828	TRIM
366	DJE Kapital AG	$77.8M	267,958	−112,290	TRIM
367	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$77.0M	261,692	−285,654	TRIM
368	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$76.8M	261,154	−8,346	TRIM
369	Danica Pension, Livsforsikringsaktieselskab	$76.6M	260,357	+76,128	ADD
370	HB Wealth Management, LLC	$75.8M	257,834	+10,997	ADD
371	COUNTRY TRUST BANK	$75.4M	256,399	+19,291	ADD
372	MARKEL GROUP INC.	$74.3M	252,550	0	NO CHANGE
373	TOCQUEVILLE ASSET MANAGEMENT L.P.	$73.9M	251,343	−6,044	TRIM
374	NICHOLAS COMPANY, INC.	$73.1M	248,390	−200	TRIM
375	Venture Visionary Partners LLC	$73.0M	248,263	+7,538	ADD
376	Wilmington Savings Fund Society, FSB	$73.0M	248,140	−7,343	TRIM
377	PARSONS CAPITAL MANAGEMENT INC/RI	$72.8M	247,562	+108,918	ADD
378	Concurrent Investment Advisors, LLC	$71.4M	242,746	+6,035	ADD
379	SALEM INVESTMENT COUNSELORS INC	$71.0M	241,394	+411	ADD
380	World Investment Advisors	$70.9M	240,938	−5,080	TRIM
381	Crossmark Global Holdings, Inc.	$70.1M	238,214	—	NO PRIOR
382	Vest Financial, LLC	$70.0M	237,928	+17,397	ADD
383	MEITAV INVESTMENT HOUSE LTD	$69.8M	237,291	+193,360	ADD
384	Illinois Municipal Retirement Fund	$69.4M	235,809	+28,744	ADD
385	Stratos Wealth Partners, LTD.	$69.2M	235,327	−266	TRIM
386	JOHNSON INVESTMENT COUNSEL INC	$68.8M	234,006	+6,352	ADD
387	Capital Investment Advisors, LLC	$68.7M	233,539	+216	ADD
388	Aviso Financial Inc.	$68.5M	232,793	+3,878	ADD
389	Prospera Financial Services Inc	$68.3M	232,028	−1,256	TRIM
390	DEPRINCE RACE & ZOLLO INC	$67.6M	229,747	−730	TRIM
391	GUGGENHEIM CAPITAL LLC	$67.2M	228,537	−20,070	TRIM
392	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$67.1M	228,188	+115,305	ADD
393	SEIZERT CAPITAL PARTNERS, LLC	$66.2M	224,903	−8,991	TRIM
394	KCM INVESTMENT ADVISORS LLC	$66.1M	224,754	+5,458	ADD
395	Atlantic Union Bankshares Corp	$66.1M	224,566	−5,404	TRIM
396	TODD ASSET MANAGEMENT LLC	$65.9M	224,167	−21,534	TRIM
397	BOKF, NA	$65.9M	224,107	−14,541	TRIM
398	Main Street Research LLC	$65.8M	223,762	+1,843	ADD
399	Americana Partners, LLC	$65.7M	223,365	+5,566	ADD
400	Dakota Wealth Management	$65.1M	221,361	−22,480	TRIM
401	ZWJ INVESTMENT COUNSEL INC	$64.8M	220,164	−1,552	TRIM
402	Livforsakringsbolaget Skandia, Omsesidigt	$64.6M	219,447	+18,090	ADD
403	Apollon Wealth Management, LLC	$64.4M	219,080	+18,901	ADD
404	Performance Wealth Partners, LLC	$63.6M	216,292	+2,998	ADD
405	Destination Wealth Management	$63.5M	215,812	+3,397	ADD
406	Squarepoint Ops LLC	$63.5M	215,804	+88,291	ADD
407	Aristotle Atlantic Partners, LLC	$63.1M	214,433	−3,419	TRIM
408	Baker Avenue Asset Management, LP	$62.4M	212,121	+6,605	ADD
409	Modera Wealth Management, LLC	$62.4M	212,075	−3,386	TRIM
410	FOUNDATIONS INVESTMENT ADVISORS, LLC	$62.0M	210,748	+18,192	ADD
411	Cannell & Spears LLC	$61.5M	209,220	−8,733	TRIM
412	Atria Investments, Inc	$61.4M	208,695	−6,351	TRIM
413	Kimelman & Baird, LLC	$61.2M	207,978	−23,592	TRIM
414	CRAWFORD INVESTMENT COUNSEL INC	$60.5M	205,658	−7,335	TRIM
415	ARGENT CAPITAL MANAGEMENT LLC	$60.3M	204,904	−21,859	TRIM
416	ADAMS DIVERSIFIED EQUITY FUND, INC.	$60.3M	204,863	−2,000	TRIM
417	Bank Pictet & Cie (Europe) AG	$59.5M	202,427	−659	TRIM
418	AIA Group Ltd	$59.5M	202,264	+56,127	ADD
419	MOODY LYNN LIEBERSON & WALKER, LLC	$59.3M	201,465	−8,017	TRIM
420	Orion Porfolio Solutions, LLC	$59.1M	201,029	−37,172	TRIM
421	LGT Fund Management Co Ltd.	$59.0M	200,474	+143,478	ADD
422	Mill Capital Management, LLC	$58.4M	198,511	+330	ADD
423	Hudson Bay Capital Management LP	$58.2M	197,776	+120,276	ADD
424	BEACON INVESTMENT ADVISORY SERVICES, INC.	$58.0M	197,112	−28,490	TRIM
425	Summit Financial, LLC	$57.7M	196,239	+7,969	ADD
426	NORTHEAST INVESTMENT MANAGEMENT	$57.2M	194,410	+490	ADD
427	NS Partners Ltd	$57.1M	194,058	+33,424	ADD
428	Gradient Investments LLC	$56.9M	193,602	+156	ADD
429	KLINGENSTEIN FIELDS & CO LP	$56.8M	192,979	−1,794	TRIM
430	RiverFront Investment Group, LLC	$56.2M	190,896	−73,573	TRIM
431	Howard Capital Management Group, LLC	$55.9M	189,974	−8,530	TRIM
432	American Assets Investment Management, LLC	$55.8M	2,259,400	0	NO CHANGE
433	MILFORD FUNDS LTD	$55.5M	188,515	−102,460	TRIM
434	Elo Mutual Pension Insurance Co	$54.9M	186,479	−28,845	TRIM
435	Nexus Investment Management ULC	$54.8M	186,379	−2,957	TRIM
436	HOWE & RUSLING INC	$54.8M	186,300	−531	TRIM
437	ALLIANZ SE	$54.1M	184,036	−20,421	TRIM
438	Envestnet Portfolio Solutions, Inc.	$53.7M	182,397	−90,027	TRIM
439	Snowden Capital Advisors LLC	$52.4M	178,173	+5,776	ADD
440	BRAUN STACEY ASSOCIATES INC	$52.4M	178,152	−4,087	TRIM
441	Cornerstone Advisors, LLC	$52.4M	177,996	+5,796	ADD
442	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$52.3M	177,945	−3,047	TRIM
443	Merit Financial Group, LLC	$52.3M	177,870	+6,541	ADD
444	LEVIN CAPITAL STRATEGIES, L.P.	$52.2M	177,327	+5,016	ADD
445	FIRST NATIONAL TRUST CO	$52.0M	176,820	−2,037	TRIM
446	Osmosis Investment Management UK Ltd	$51.6M	175,265	−11,719	TRIM
447	Chesley Taft & Associates LLC	$51.5M	175,119	−1,089	TRIM
448	Norinchukin Bank, The	$50.6M	172,155	−2,514	TRIM
449	ELEVATION POINT WEALTH PARTNERS, LLC	$50.5M	171,511	+84,028	ADD
450	Randolph Co Inc	$50.4M	171,173	−507	TRIM
451	EAGLE GLOBAL ADVISORS LLC	$50.1M	170,434	−865	TRIM
452	FIRST NATIONAL BANK OF OMAHA	$49.8M	171,257	−3,569	TRIM
453	Laird Norton Wetherby Trust Company, LLC	$49.8M	169,233	−6,316	TRIM
454	Cornerstone Investment Partners, LLC	$49.7M	168,941	+19,087	ADD
455	Capital International Sarl	$49.3M	167,536	−48,217	TRIM
456	Vestmark Advisory Solutions, Inc.	$49.2M	167,181	+56,924	ADD
457	CHOREO, LLC	$48.8M	165,908	+393	ADD
458	MGO ONE SEVEN LLC	$48.8M	165,728	+673	ADD
459	MKP Capital Management, L.L.C.	$48.5M	165,000	+165,000	NEW
460	Modern Wealth Management, LLC	$48.4M	163,931	+5,746	ADD
461	Nan Shan Life Insurance Co., Ltd.	$48.3M	164,353	+140,939	ADD
462	CENTRAL TRUST Co	$48.2M	163,883	+845	ADD
463	Vident Advisory, LLC	$48.2M	163,755	−7,906	TRIM
464	Drexel Morgan & Co.	$48.1M	163,589	0	NO CHANGE
465	Voleon Capital Management LP	$48.1M	163,516	+59,001	ADD
466	MIZUHO SECURITIES USA LLC	$47.9M	162,997	−35,220	TRIM
467	Wharton Business Group, LLC	$47.8M	162,403	−175	TRIM
468	Smith Salley Wealth Management	$47.4M	161,087	+2,733	ADD
469	National Mutual Insurance Federation of Agricultural Cooperatives	$47.3M	160,900	0	NO CHANGE
470	Choate Investment Advisors	$47.3M	160,833	+21,324	ADD
471	Maple Capital Management, Inc.	$47.0M	159,664	−25,999	TRIM
472	CAMBIAR INVESTORS LLC	$46.9M	159,429	−3,701	TRIM
473	HUB Investment Partners, LLC	$46.6M	158,439	+1,989	ADD
474	BENJAMIN EDWARDS INC	$46.6M	158,229	+7,822	ADD
475	MARCO INVESTMENT MANAGEMENT LLC	$46.4M	157,713	+2,115	ADD
476	MARSICO CAPITAL MANAGEMENT LLC	$46.1M	156,753	−146,835	TRIM
477	DISCOVERY CAPITAL MANAGEMENT, LLC / CT	$45.5M	154,700	−72,500	TRIM
478	FUKOKU MUTUAL LIFE INSURANCE CO	$45.5M	154,637	−236	TRIM
479	Savant Capital, LLC	$45.3M	154,146	+13,232	ADD
480	Kingsview Wealth Management, LLC	$45.3M	154,138	+15,332	ADD
481	Jain Global LLC	$45.2M	153,753	+142,335	ADD
482	Generali Asset Management SPA SGR	$45.2M	153,690	−11,290	TRIM
483	HARTFORD INVESTMENT MANAGEMENT CO	$45.2M	153,683	−3,668	TRIM
484	Blue Chip Partners, LLC	$45.2M	153,633	+1,230	ADD
485	Dai-ichi Life Insurance Company, Ltd	$45.1M	153,475	−18,675	TRIM
486	FARMERS & MERCHANTS INVESTMENTS INC	$44.8M	152,429	+2,277	ADD
487	FIRST CITIZENS BANK & TRUST CO	$44.8M	152,331	+3,539	ADD
488	Fisher Funds Management LTD	$44.7M	151,952	−47,234	TRIM
489	ANCHOR CAPITAL ADVISORS LLC	$44.4M	151,088	+1,969	ADD
490	Private Wealth Partners, LLC	$44.4M	150,859	−3,073	TRIM
491	BAILARD, INC.	$44.2M	150,347	−4,470	TRIM
492	NorthCrest Asset Manangement, LLC	$43.8M	148,628	−67,738	TRIM
493	WILSEY ASSET MANAGEMENT INC	$43.7M	148,516	+11,039	ADD
494	BRANDES INVESTMENT PARTNERS, LP	$42.8M	145,662	−15,304	TRIM
495	CARRET ASSET MANAGEMENT, LLC	$42.5M	144,646	−450	TRIM
496	Vise Technologies, Inc.	$42.5M	132,017	0	NO CHANGE
497	MMBG INVESTMENT ADVISORS CO.	$42.4M	144,021	+144,021	NEW
498	FRANKLIN STREET ADVISORS INC /NC	$42.2M	143,423	−3,138	TRIM
499	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$42.1M	143,253	+11,098	ADD
500	Madison Asset Management, LLC	$41.8M	142,142	+4,274	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · JPM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Ro Khanna D–CA-17 $1K–$15K
Sellers: 5 Scott Franklin R–FL-18, Tommy Tuberville R–AL, Alan Armstrong R–OK, John Boozman R–AR, Ro Khanna D–CA-17 $35K–$175K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 5 Viking Global Investors, Tudor Investment Corp, Soros Fund Management, Gotham Asset Management, Caxton Associates $1.0B held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · JPMORGAN CHASE

Merged timeline of congressional filings and notable-manager moves on JPM
Date	Who	Change	Size
2026-09-17	Scott Franklin Congress	SELL	$1K–$15K
2026-09-17	Scott Franklin Congress	SELL	$1K–$15K
2026-08-17	John Boozman Congress	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	SELL	$15K–$50K
2026-07-06	Ro Khanna Congress	SELL	$1K–$15K
2026-07-06	Ro Khanna Congress	BUY	$1K–$15K
2026-05-15	Viking Global Investors 13F	ADD	+798,036 sh
2026-05-15	Tudor Investment Corp 13F	ADD	+187,780 sh
2026-05-15	Soros Fund Management 13F	ADD	+116,193 sh
2026-05-15	Gotham Asset Management 13F	ADD	+3,420 sh
2026-05-14	Caxton Associates 13F	NEW	+4,389 sh

13 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

88 members of Congress disclosed JPM — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).