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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 428 of 11,701. A security can appear in multiple quarters or reporting entities.

FIDELITY DISRUPT TECH ETF

FUND · CUSIP 316092139

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)
$48
Reported shares
0
Source units and reporting details

Value as filed: 48 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, 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 ↗

FIDELITY DISRUPT TECH ETF

FUND · CUSIP 316092139

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)
$1,116,813
Reported shares
19715
Source units and reporting details

Value as filed: 1116813 USD. Discretion code: DFND. Filing-local manager numbers: 23. Voting authority: sole 19715, 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 ↗

FIDELITY DISRUPT AUTOMAT ETF

FUND · CUSIP 316092170

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)
$22
Reported shares
0
Source units and reporting details

Value as filed: 22 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, 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 ↗

FIDELITY CRYPTO INDU & DGTL

FUND · CUSIP 316092196

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)
$61,347
Reported shares
1403
Source units and reporting details

Value as filed: 61347 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 1403.

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 ↗

FIDELITY MSCI CONS DISCR IND

FUND · CUSIP 316092204

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)
$117,398
Reported shares
1143
Source units and reporting details

Value as filed: 117398 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 1143.

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 ↗

FIDELITY MSCI CONS DISCR IND

FUND · CUSIP 316092204

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)
$4,827
Reported shares
47
Source units and reporting details

Value as filed: 4827 USD. Discretion code: DFND. Filing-local manager numbers: 23. Voting authority: sole 47, 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 ↗

FIDELITY MSCI CONS DISCR IND

FUND · CUSIP 316092204

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)
$2,670
Reported shares
26
Source units and reporting details

Value as filed: 2670 USD. Discretion code: DFND. Filing-local manager numbers: 11. Voting authority: sole 0, shared 0, none 26.

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 ↗

FIDELITY MSCI CONS DISCR IND

FUND · CUSIP 316092204

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)
$25,678
Reported shares
250
Source units and reporting details

Value as filed: 25678 USD. Discretion code: DFND. Filing-local manager numbers: 4. Voting authority: sole 250, 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 ↗

FIDELITY FNDM SM MID CAP ETF

FUND · CUSIP 316092295

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)
$4,749,601
Reported shares
125783
Source units and reporting details

Value as filed: 4749601 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 125783.

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 ↗

FIDELITY FNDM SM MID CAP ETF

FUND · CUSIP 316092295

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)
$6,091
Reported shares
161
Source units and reporting details

Value as filed: 6091 USD. Discretion code: DFND. Filing-local manager numbers: 4. Voting authority: sole 161, 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 ↗

FIDELITY MSCI CONS STAP INDX

FUND · CUSIP 316092303

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)
$135,365
Reported shares
2540
Source units and reporting details

Value as filed: 135365 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 2540.

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 ↗

FIDELITY MSCI CONS STAP INDX

FUND · CUSIP 316092303

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)
$3,144
Reported shares
59
Source units and reporting details

Value as filed: 3144 USD. Discretion code: DFND. Filing-local manager numbers: 11. Voting authority: sole 0, shared 0, none 59.

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 ↗

FIDELITY MSCI CONS STAP INDX

FUND · CUSIP 316092303

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)
$1,525,426
Reported shares
28625
Source units and reporting details

Value as filed: 1525426 USD. Discretion code: DFND. Filing-local manager numbers: 23. Voting authority: sole 28625, 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 ↗

FIDELITY MSCI CONS STAP INDX

FUND · CUSIP 316092303

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)
$1,066
Reported shares
20
Source units and reporting details

Value as filed: 1066 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 ↗

FIDELITY REAL ESTATE INVEST

FUND · CUSIP 316092311

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)
$7,574
Reported shares
300
Source units and reporting details

Value as filed: 7574 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 300, 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 ↗

FIDELITY MAGELLAN ETF

FUND · CUSIP 316092329

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)
$358,877
Reported shares
9934
Source units and reporting details

Value as filed: 358877 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 9934, 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 ↗

FIDELITY FUNDAMENTAL LARGE CAP

FUND · CUSIP 316092337

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)
$5,377,184
Reported shares
157966
Source units and reporting details

Value as filed: 5377184 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 157966.

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 ↗

FIDELITY FUNDAMENTAL LARGE CAP

FUND · CUSIP 316092337

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)
$13,390
Reported shares
393
Source units and reporting details

Value as filed: 13390 USD. Discretion code: DFND. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 393.

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 ↗

FIDELITY BLUE CHIP GROW ETF

FUND · CUSIP 316092352

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)
$544,713,880
Reported shares
8896192
Source units and reporting details

Value as filed: 544713880 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 8896192.

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 ↗

FIDELITY BLUE CHIP GROW ETF

FUND · CUSIP 316092352

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)
$485,309
Reported shares
7926
Source units and reporting details

Value as filed: 485309 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 0, shared 0, none 7926.

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 ↗

FIDELITY BLUE CHIP GROW ETF

FUND · CUSIP 316092352

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)
$132,930
Reported shares
2171
Source units and reporting details

Value as filed: 132930 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 0, shared 0, none 2171.

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 ↗

FIDELITY BLUE CHIP GROW ETF

FUND · CUSIP 316092352

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)
$169,746
Reported shares
2772
Source units and reporting details

Value as filed: 169746 USD. Discretion code: DFND. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 2772.

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 ↗

FIDELITY BLUE CHIP GROW ETF

FUND · CUSIP 316092352

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)
$122
Reported shares
2
Source units and reporting details

Value as filed: 122 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 2, 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 ↗

FIDELITY FNDMNTL L/C COR ETF

FUND · CUSIP 316092360

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)
$329,407
Reported shares
5627
Source units and reporting details

Value as filed: 329407 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 5627.

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 ↗

FIDELITY US MULTIFACTOR ETF

FUND · CUSIP 316092378

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)
$69,566
Reported shares
1705
Source units and reporting details

Value as filed: 69566 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 1705.

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 ↗