BAM β€” BROOKFIELD ASSET MANAGMT LTD

Ownership history in Jain Global LLC  Β·  2 quarters on record

AI Ownership Summary

Jain Global LLC reported BROOKFIELD ASSET MANAGMT LTD (BAM) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows BAM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jain Global LLC's position in BROOKFIELD ASSET MANAGMT LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BAM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jain Global LLC held BAM β€” position size vs. price
% of Fund (quarterly)    BAM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 19,200 -140,632 -88.0% 0.01% $1.1M 2025-11-14 $50.60
2025 Q1 INITIATED 159,832 β€” β€” 0.09% $7.7M 2025-05-15 $57.56

FAQ About Jain Global LLC and BAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jain Global LLC reported owning BAM?

Jain Global LLC reported BAM across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported BAM position in Jain Global LLC's portfolio?

The largest reported portfolio weight for BAM was 0.09% in 2025 Q1.

What is the latest reported BAM position on this page?

The most recent filing on this page is 2025 Q3, when Jain Global LLC reported 19,200 shares, equal to 0.01% of portfolio, with an estimated market value of $1.1M.

What does the chart on this BAM ownership page compare?

The chart compares Jain Global LLC's quarterly BAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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