Reported 341,085 shares, up 33,918 (11.0%) from the prior quarter.
Reported value 23.9%; share count 11.0% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 49766000 |
| 2022-03-31 | 43165000 |
| 2022-06-30 | 36210000 |
| 2022-09-30 | 29547000 |
| 2022-12-31 | 40723000 |
| 2023-03-31 | 40027000 |
| 2023-06-30 | 49608000 |
| 2023-09-30 | 49171222 |
| 2023-12-31 | 44447857 |
| 2024-03-31 | 64792892 |
| 2024-06-30 | 64460086 |
| 2024-09-30 | 65244319 |
| 2024-12-31 | 73309811 |
| 2025-03-31 | 74253592 |
| 2025-06-30 | 90995796 |
| 2025-09-30 | 97503535 |
| 2025-12-31 | 95689062 |
| 2026-03-31 | 87926786 |
| 2026-06-30 | 97865505 |
| 2026-09-30 | 80448298 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 243,171 | -55,810 (-18.7%) | 2.64% | $80,448,298 | 2026-11-04 | |
| Q2 2026 | Added | 298,981 | +73 (0.0%) | 2.43% | $97,865,505 | 2026-07-28 | |
| Q1 2026 | Added | 298,908 | +1,940 (0.7%) | 2.43% | $87,926,786 | 2026-04-21 | |
| Q4 2025 | Reduced | 296,968 | -12,145 (-3.9%) | 2.64% | $95,689,062 | 2026-02-03 | |
| Q3 2025 | Reduced | 309,113 | -4,763 (-1.5%) | 2.71% | $97,503,535 | 2025-11-06 | |
| Q2 2025 | Added | 313,876 | +11,171 (3.7%) | 2.7% | $90,995,796 | 2025-07-07 | |
| Q1 2025 | Reduced | 302,705 | -3,122 (-1.0%) | 2.58% | $74,253,592 | 2025-04-14 | |
| Q4 2024 | Reduced | 305,827 | -3,593 (-1.2%) | 2.5% | $73,309,811 | 2025-01-17 | |
| Q3 2024 | Reduced | 309,420 | -9,279 (-2.9%) | 2.21% | $65,244,319 | 2024-10-11 | |
| Q2 2024 | Reduced | 318,699 | -4,780 (-1.5%) | 2.41% | $64,460,086 | 2024-07-11 | |
| Q1 2024 | Added | 323,479 | +62,175 (23.8%) | 2.44% | $64,792,892 | 2024-04-23 | |
| Q4 2023 | Reduced | 261,304 | -77,761 (-22.9%) | 2.52% | $44,447,857 | 2024-02-16 | |
| Q3 2023 | Reduced | 339,065 | -2,020 (-0.6%) | 2.15% | $49,171,222 | 2023-12-11 | |
| Q2 2023 | Added | 341,085 | +33,918 (11.0%) | 2.09% | $49,608,000 | 2023-07-13 | |
| Q1 2023 | Added | 307,167 | +3,489 (1.1%) | 1.73% | $40,027,000 | 2023-04-21 | |
| Q4 2022 | Added | 303,678 | +20,940 (7.4%) | 1.82% | $40,723,000 | 2023-01-18 | |
| Q3 2022 | Reduced | 282,738 | -38,814 (-12.1%) | 2.0% | $29,547,000 | 2022-10-13 | |
| Q2 2022 | Added | 321,552 | +4,907 (1.5%) | 1.6% | $36,210,000 | 2022-07-18 | |
| Q1 2022 | Added | 316,645 | +2,369 (0.8%) | 1.63% | $43,165,000 | 2022-04-25 | |
| Q4 2021 | Reduced | 314,276 | -2,605 (-0.8%) | 1.79% | $49,766,000 | 2022-02-02 | |
|
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Who else reported the position
3771 managers reported JP MORGAN CHASE & CO for Q2 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Reduced | 273,451,539 | -1,922,011 | 0.94% | $39,770,791,831 | 41 qtrs |
| BlackRock Inc | Reduced | 192,272,356 | -1,576,939 | 0.77% | $27,964,091,515 | 41 qtrs |
| STATE STREET CORPORATION | Added | 126,243,947 | +2,384,901 | 0.96% | $18,360,919,652 | 41 qtrs |
| MORGAN STANLEY | Added | 62,739,902 | +2,323,678 | 0.9% | $9,124,891,691 | 41 qtrs |
| Bank of America Corporation | Reduced | 55,851,508 | -5,962,072 | 0.85% | $8,123,043,417 | 41 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 53,367,497 | +1,057,041 | 0.91% | $7,740,212,196 | 41 qtrs |
| FMR LLC | Added | 48,811,257 | +6,554,435 | 0.6% | $7,099,109,155 | 41 qtrs |
| Capital International Investors | Added | 41,082,210 | +45,927 | 1.44% | $5,973,994,460 | 41 qtrs |
| Capital World Investors | Reduced | 38,362,149 | -2,178,149 | 1.07% | $5,579,207,546 | 41 qtrs |
| WELLINGTON MANAGEMENT GROUP LLP | Added | 37,818,621 | +583,531 | 1.04% | $5,500,340,237 | 41 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2023
- Filed
- July 13, 2023
- Filing type
- 13F-HR
- Position type
- COMMON STOCK
Voting authority reported
- Sole
- 268,676
- Shared
- 0
- None
- 72,409
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.