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Funds / institutions · SEC Form 13F

What institutions reported holding

Search 292,522 reported position rows across 20 reporting entities and their collected quarters. Explore the holdings behind the names.

Collection dates and how to read these holdings

Partial manager coverage. Form 13F reports quarter-end holdings, usually filed later; not exact trades, transaction dates, current portfolios or ETF constituent data. Short positions, some securities, confidential holdings and unreviewed amendments may be absent. CUSIP and issuer names are preserved as filed; ticker/issuer-CIK matching is not inferred. Values use the SEC filing-date format (USD from January 3, 2023; thousands of USD before). Available valid filings are searchable even without comparison quarters. Combination reports and confidential-omission flags describe incomplete reported portfolios; only disclosed positions are shown, with no inferred missing holdings. Separate reporting entities remain separate.

47 source-checked filings. A reported portfolio snapshot—not executed trades. Histories may be incomplete; missing data does not mean no holdings. Featured investor names identify associated management firms, not personal portfolios.

  • Third Point LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:43.118Z
  • APPALOOSA LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:41.303Z
  • VANGUARD GROUP INC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:55.910Z
  • TWO SIGMA INVESTMENTS, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:27.467Z
  • Pershing Square Capital Management, L.P.: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:37.679Z
  • STATE STREET CORP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:58.075Z
  • COATUE MANAGEMENT LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:31.488Z
  • TIGER GLOBAL MANAGEMENT LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:33.886Z
  • RENAISSANCE TECHNOLOGIES LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:25.387Z
  • GOLDMAN SACHS GROUP INC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:08.805Z
  • Bridgewater Associates, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:29.574Z
  • Duquesne Family Office LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:45.054Z
  • JPMORGAN CHASE & CO: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:03.721Z
  • TCI FUND MANAGEMENT LTD: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:46.863Z
  • PERSHING SQUARE INC.: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:39.481Z
  • Altimeter Capital Management, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:35.674Z
  • MORGAN STANLEY: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:12.934Z
  • FMR LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:00.998Z
  • Berkshire Hathaway Inc: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:54.052Z
  • CITADEL ADVISORS LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:21.575Z

Reported positions

292,522 matching source rows · Page 320 of 11,701. A security can appear in multiple quarters or reporting entities.

XTRACKERS S&P MIDCAP 400 SCORE

FUND · CUSIP 233051127

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$762
Reported shares
20
Source units and reporting details

Value as filed: 762 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 20, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS S&P 500 SCORED & SCR

FUND · CUSIP 233051143

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$2,115,942
Reported shares
30894
Source units and reporting details

Value as filed: 2115942 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 30894.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS S&P 500 SCORED & SCR

FUND · CUSIP 233051143

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$776,471
Reported shares
11337
Source units and reporting details

Value as filed: 776471 USD. Discretion code: DFND. Filing-local manager numbers: 4. Voting authority: sole 11337, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Investment Management Inc. · 13F file 028-11937

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS S&P 500 SCORED & SCR

FUND · CUSIP 233051143

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$196,269,533
Reported shares
2865667
Source units and reporting details

Value as filed: 196269533 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 0, shared 0, none 2865667.

Included managers attributed to this row:

  • JPMorgan Chase Bank, N.A. · 13F file 028-00123

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS S&P 500 SCORED & SCR

FUND · CUSIP 233051143

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$226,829
Reported shares
3311
Source units and reporting details

Value as filed: 226829 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 0, shared 0, none 3311.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS S&P 500 SCORED & SCR

FUND · CUSIP 233051143

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$827,692
Reported shares
12084
Source units and reporting details

Value as filed: 827692 USD. Discretion code: DFND. Filing-local manager numbers: 11. Voting authority: sole 0, shared 0, none 12084.

Included managers attributed to this row:

  • J.P. Morgan Private Investments Inc. · 13F file 028-16931

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS S&P 500 SCORED & SCR

FUND · CUSIP 233051143

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$18,835
Reported shares
275
Source units and reporting details

Value as filed: 18835 USD. Discretion code: DFND. Filing-local manager numbers: 23. Voting authority: sole 275, shared 0, none 0.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS S&P 500 SCORED & SCR

FUND · CUSIP 233051143

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,164
Reported shares
17
Source units and reporting details

Value as filed: 1164 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 17, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS MSCI USA SELECTION E

FUND · CUSIP 233051150

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,875,605
Reported shares
27163
Source units and reporting details

Value as filed: 1875605 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 27163.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS MSCI USA SELECTION E

FUND · CUSIP 233051150

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$35,768
Reported shares
518
Source units and reporting details

Value as filed: 35768 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 0, shared 0, none 518.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS MSCI USA SELECTION E

FUND · CUSIP 233051150

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$276
Reported shares
4
Source units and reporting details

Value as filed: 276 USD. Discretion code: DFND. Filing-local manager numbers: 23. Voting authority: sole 4, shared 0, none 0.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS MSCI USA SELECTION E

FUND · CUSIP 233051150

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$11,531
Reported shares
167
Source units and reporting details

Value as filed: 11531 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 0, shared 0, none 167.

Included managers attributed to this row:

  • JPMorgan Chase Bank, N.A. · 13F file 028-00123

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS MSCI EAFE HEDGED E

FUND · CUSIP 233051200

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,524,942
Reported shares
27996
Source units and reporting details

Value as filed: 1524942 USD. Discretion code: OTR. Filing-local manager numbers: 2. Voting authority: sole 0, shared 0, none 27996.

Included managers attributed to this row:

  • JPMorgan Chase Bank, N.A. · 13F file 028-00123

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS MSCI EAFE HEDGED E

FUND · CUSIP 233051200

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$13,816,552
Reported shares
253654
Source units and reporting details

Value as filed: 13816552 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 253654.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS MSCI EAFE HEDGED E

FUND · CUSIP 233051200

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$27,235
Reported shares
500
Source units and reporting details

Value as filed: 27235 USD. Discretion code: DFND. Filing-local manager numbers: 23. Voting authority: sole 500, shared 0, none 0.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS MSCI EAFE HEDGED E

FUND · CUSIP 233051200

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,323,076
Reported shares
24290
Source units and reporting details

Value as filed: 1323076 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 0, shared 0, none 24290.

Included managers attributed to this row:

  • JPMorgan Chase Bank, N.A. · 13F file 028-00123

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS MSCI EAFE HEDGED E

FUND · CUSIP 233051200

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$6,338,619
Reported shares
116369
Source units and reporting details

Value as filed: 6338619 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 0, shared 0, none 116369.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS MSCI EAFE HEDGED E

FUND · CUSIP 233051200

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$286,214
Reported shares
5254
Source units and reporting details

Value as filed: 286214 USD. Discretion code: DFND. Filing-local manager numbers: 4. Voting authority: sole 5254, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Investment Management Inc. · 13F file 028-11937

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS MSCI EAFE HEDGED E

FUND · CUSIP 233051200

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$10,131
Reported shares
186
Source units and reporting details

Value as filed: 10131 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 186, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

DBX ETF TRUST - XTRACKERS RUSS

FUND · CUSIP 233051242

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$6,487
Reported shares
100
Source units and reporting details

Value as filed: 6487 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 100, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRS LOW BETA HI YIELD ETF

FUND · CUSIP 233051267

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,685,176
Reported shares
35977
Source units and reporting details

Value as filed: 1685176 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 35977.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS SHRT DUR HIGH YIEL

FUND · CUSIP 233051283

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,287
Reported shares
29
Source units and reporting details

Value as filed: 1287 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 29.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS USD HIGH YIELD CORPORATE BOND ETF

FUND · CUSIP 233051432

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$205,693
Reported shares
5632
Source units and reporting details

Value as filed: 205693 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 5632.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS USD HIGH YIELD CORPORATE BOND ETF

FUND · CUSIP 233051432

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$475
Reported shares
13
Source units and reporting details

Value as filed: 475 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 0, shared 0, none 13.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

XTRACKERS USD HIGH YIELD CORPORATE BOND ETF

FUND · CUSIP 233051432

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$4,346
Reported shares
119
Source units and reporting details

Value as filed: 4346 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 119, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗