Reported 131,110 shares, up 3,580 (2.8%) from the prior quarter.
Reported value -15.1%; share count 2.8% 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 | 20248000 |
| 2022-03-31 | 17385000 |
| 2022-06-30 | 14764000 |
| 2022-09-30 | 13849000 |
| 2022-12-31 | 17955575 |
| 2023-03-31 | 17185000 |
| 2023-06-30 | 18893930 |
| 2023-09-30 | 18810602 |
| 2023-12-31 | 22366537 |
| 2024-03-31 | 26215479 |
| 2024-06-30 | 26423361 |
| 2024-09-30 | 20291820 |
| 2024-12-31 | 22908574 |
| 2025-03-31 | 23416318 |
| 2025-06-30 | 27846380 |
| 2025-09-30 | 30462131 |
| 2025-12-31 | 29828527 |
| 2026-03-31 | 27086411 |
| 2026-06-30 | 30167104 |
| 2026-09-30 | 30712073 |
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 | Added | 92,833 | +672 (0.7%) | 1.74% | $30,712,073 | 2026-10-21 | |
| Q2 2026 | Added | 92,161 | +80 (0.1%) | 1.75% | $30,167,104 | 2026-07-22 | |
| Q1 2026 | Reduced | 92,081 | -491 (-0.5%) | 1.75% | $27,086,411 | 2026-04-27 | |
| Q4 2025 | Reduced | 92,572 | -4,001 (-4.1%) | 1.86% | $29,828,527 | 2026-01-21 | |
| Q3 2025 | Added | 96,573 | +521 (0.5%) | 1.84% | $30,462,131 | 2025-10-20 | |
| Q2 2025 | Added | 96,052 | +592 (0.6%) | 1.82% | $27,846,380 | 2025-07-17 | |
| Q1 2025 | Reduced | 95,460 | -108 (-0.1%) | 1.66% | $23,416,318 | 2025-04-25 | |
| Q4 2024 | Reduced | 95,568 | -666 (-0.7%) | 1.57% | $22,908,574 | 2025-01-17 | |
| Q3 2024 | Reduced | 96,234 | -34,407 (-26.3%) | 1.41% | $20,291,820 | 2024-10-09 | |
| Q2 2024 | Reduced | 130,641 | -240 (-0.2%) | 1.99% | $26,423,361 | 2024-07-10 | |
| Q1 2024 | Reduced | 130,881 | -610 (-0.5%) | 2.02% | $26,215,479 | 2024-04-19 | |
| Q4 2023 | Added | 131,491 | +1,781 (1.4%) | 1.84% | $22,366,537 | 2024-01-26 | |
| Q3 2023 | Reduced | 129,710 | -199 (-0.2%) | 1.74% | $18,810,602 | 2023-11-01 | |
| Q2 2023 | Reduced | 129,909 | -1,969 (-1.5%) | 1.65% | $18,893,930 | 2023-07-25 | |
| Q1 2023 | Reduced | 131,878 | -2,019 (-1.5%) | 1.57% | $17,185,000 | 2023-04-18 | |
| Q4 2022 | Added | 133,897 | +1,366 (1.0%) | 1.73% | $17,955,575 | 2023-02-03 | |
| Q3 2022 | Added | 132,531 | +1,421 (1.1%) | 1.43% | $13,849,000 | 2022-10-27 | |
| Q2 2022 | Added | 131,110 | +3,580 (2.8%) | 1.46% | $14,764,000 | 2022-07-29 | |
| Q1 2022 | Reduced | 127,530 | -338 (-0.3%) | 1.48% | $17,385,000 | 2022-05-09 | |
| Q4 2021 | Reduced | 127,868 | -1,785 (-1.4%) | 1.6% | $20,248,000 | 2022-02-15 | |
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Who else reported the position
3528 managers reported JP MORGAN CHASE & CO for Q2 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 269,621,229 | +2,766,655 | 0.85% | $30,362,048,000 | 37 qtrs |
| BlackRock Inc | Reduced | 197,568,246 | -4,121,527 | 0.71% | $22,248,159,000 | 37 qtrs |
| STATE STREET CORPORATION | Reduced | 130,126,538 | -10,634,258 | 0.88% | $14,653,549,000 | 37 qtrs |
| Bank of America Corporation | Added | 56,638,928 | +2,346,296 | 0.73% | $6,378,110,000 | 37 qtrs |
| MORGAN STANLEY | Added | 49,663,246 | +10,173,938 | 0.73% | $5,592,575,000 | 37 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 49,183,010 | +694,644 | 0.81% | $5,527,628,000 | 37 qtrs |
| WELLINGTON MANAGEMENT GROUP LLP | Added | 44,287,167 | +1,141,471 | 1.0% | $4,987,180,000 | 37 qtrs |
| Capital World Investors | Reduced | 39,264,733 | -5,898,912 | 0.94% | $4,421,858,000 | 37 qtrs |
| FMR LLC | Reduced | 37,979,566 | -3,298,220 | 0.43% | $4,276,878,964 | 37 qtrs |
| NORTHERN TRUST CORPORATION | Reduced | 34,786,756 | -1,135,871 | 0.84% | $3,917,336,000 | 37 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2022
- Filed
- July 29, 2022
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 131,110
“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.