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

FIRSTSERVICE CORP NEW

COMMON · CUSIP 33767E202

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)
$10,649
Reported shares
75
Source units and reporting details

Value as filed: 10649 USD. Discretion code: DFND. Filing-local manager numbers: 15. Voting authority: sole 75, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Asia Pacific) Ltd · 13F file 028-17029

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 ↗

FIRSTSERVICE CORP NEW

COMMON · CUSIP 33767E202

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)
$993,860
Reported shares
7000
Source units and reporting details

Value as filed: 993860 USD. Discretion code: DFND. Filing-local manager numbers: 27. Voting authority: sole 7000, shared 0, none 0.

Included managers attributed to this row:

  • J.P. MORGAN MANSART MANAGEMENT Ltd · 13F file 028-24651

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 ↗

FIRSTSERVICE CORP NEW

COMMON · CUSIP 33767E202

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)
$682,782
Reported shares
4809
Source units and reporting details

Value as filed: 682782 USD. Discretion code: DFND. Filing-local manager numbers: 24. Voting authority: sole 4809, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan SE · 13F file 028-23287

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 ↗

FIRSTSERVICE CORP NEW

COMMON · CUSIP 33767E202

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)
$26,408
Reported shares
186
Source units and reporting details

Value as filed: 26408 USD. Discretion code: DFND. Filing-local manager numbers: 10. Voting authority: sole 186, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Canada) Inc. · 13F file 028-14957

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 ↗

FIRSTSERVICE CORP NEW

COMMON · CUSIP 33767E202

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)
$2,488,483
Reported shares
17527
Source units and reporting details

Value as filed: 2488483 USD. Discretion code: DFND. Filing-local manager numbers: 6. Voting authority: sole 17527, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities plc · 13F file 028-12006

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 ↗

FIRSTSERVICE CORP NEW

COMMON · CUSIP 33767E202

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)
$106,911
Reported shares
753
Source units and reporting details

Value as filed: 106911 USD. Discretion code: DFND. Filing-local manager numbers: 1. Voting authority: sole 0, shared 0, none 753.

Included managers attributed to this row:

  • J.P. Morgan Trust Co of Delaware · 13F file 028-12125

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 ↗

FIRSTSUN CAP BANCORP

COMMON · CUSIP 33767U107

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)
$41,184
Reported shares
1062
Source units and reporting details

Value as filed: 41184 USD. Discretion code: DFND. Filing-local manager numbers: 4. Voting authority: sole 0, shared 0, none 1062.

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 ↗

FIRSTSUN CAP BANCORP

COMMON · CUSIP 33767U107

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)
$401,373
Reported shares
10350
Source units and reporting details

Value as filed: 401373 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 0, shared 0, none 10350.

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 ↗

FIRSTSUN CAP BANCORP

COMMON · CUSIP 33767U107

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)
$5,662
Reported shares
146
Source units and reporting details

Value as filed: 5662 USD. Discretion code: DFND. Filing-local manager numbers: 6. Voting authority: sole 146, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities plc · 13F file 028-12006

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 ↗

FIS BRIGHT PORT FCS EQ ETF

FUND · CUSIP 337959209

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)
$366
Reported shares
10
Source units and reporting details

Value as filed: 366 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 10, 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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$57,158
Reported shares
1170
Source units and reporting details

Value as filed: 57158 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 1170.

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$57,961
Reported shares
1187
Source units and reporting details

Value as filed: 57961 USD. Discretion code: OTR. Filing-local manager numbers: 2. Voting authority: sole 0, shared 0, none 1187.

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$107,865
Reported shares
2209
Source units and reporting details

Value as filed: 107865 USD. Discretion code: OTR. Filing-local manager numbers: 1. Voting authority: sole 0, shared 0, none 2209.

Included managers attributed to this row:

  • J.P. Morgan Trust Co of Delaware · 13F file 028-12125

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$6,768,229
Reported shares
138608
Source units and reporting details

Value as filed: 6768229 USD. Discretion code: DFND. Filing-local manager numbers: 8. Voting authority: sole 100432, shared 23563, none 14613.

Included managers attributed to this row:

  • JPMorgan Asset Management (UK) Ltd · 13F file 028-11947

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$36,151,176
Reported shares
740347
Source units and reporting details

Value as filed: 36151176 USD. Discretion code: DFND. Filing-local manager numbers: 4. Voting authority: sole 546168, shared 0, none 194179.

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$207,381
Reported shares
4247
Source units and reporting details

Value as filed: 207381 USD. Discretion code: DFND. Filing-local manager numbers: 1. Voting authority: sole 0, shared 0, none 4247.

Included managers attributed to this row:

  • J.P. Morgan Trust Co of Delaware · 13F file 028-12125

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$3,170,190
Reported shares
64923
Source units and reporting details

Value as filed: 3170190 USD. Discretion code: DFND. Filing-local manager numbers: 6. Voting authority: sole 64923, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities plc · 13F file 028-12006

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$45,949
Reported shares
941
Source units and reporting details

Value as filed: 45949 USD. Discretion code: DFND. Filing-local manager numbers: 24. Voting authority: sole 941, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan SE · 13F file 028-23287

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$14,530,929
Reported shares
297582
Source units and reporting details

Value as filed: 14530929 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 7563, shared 0, none 290019.

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$77,493
Reported shares
1587
Source units and reporting details

Value as filed: 77493 USD. Discretion code: DFND. Filing-local manager numbers: 15. Voting authority: sole 1587, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Asia Pacific) Ltd · 13F file 028-17029

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$6,115,811
Reported shares
125247
Source units and reporting details

Value as filed: 6115811 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 125247, 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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$349,916
Reported shares
7166
Source units and reporting details

Value as filed: 349916 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 7166, shared 0, none 0.

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$656,422
Reported shares
13443
Source units and reporting details

Value as filed: 656422 USD. Discretion code: DFND. Filing-local manager numbers: 16. Voting authority: sole 13443, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Japan) Ltd · 13F file 028-14958

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$140,826
Reported shares
2884
Source units and reporting details

Value as filed: 140826 USD. Discretion code: DFND. Filing-local manager numbers: 10. Voting authority: sole 2884, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Canada) Inc. · 13F file 028-14957

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 ↗

FISERV INC

COMMON · CUSIP 337738108

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)
$8,531,772
Reported shares
174723
Source units and reporting details

Value as filed: 8531772 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 0, shared 0, none 174723.

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 ↗