Reported 125,256 shares, up 924 (0.7%) from the prior quarter.
Reported value 12.4%; share count 0.7% 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 | 17195000 |
| 2022-03-31 | 16848000 |
| 2022-06-30 | 13912000 |
| 2022-09-30 | 12891000 |
| 2022-12-31 | 16515332 |
| 2023-03-31 | 16201731 |
| 2023-06-30 | 18217264 |
| 2023-09-30 | 18164656 |
| 2023-12-31 | 21232089 |
| 2024-03-31 | 24634339 |
| 2024-06-30 | 24467031 |
| 2024-09-30 | 25244626 |
| 2024-12-31 | 28249156 |
| 2025-03-31 | 28918868 |
| 2025-06-30 | 33596754 |
| 2025-09-30 | 35579192 |
| 2025-12-31 | 36593507 |
| 2026-03-31 | 32206061 |
| 2026-06-30 | 35610506 |
| 2026-09-30 | 35860265 |
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 | 108,395 | -396 (-0.4%) | 4.16% | $35,860,265 | 2026-10-21 | |
| Q2 2026 | Reduced | 108,791 | -694 (-0.6%) | 4.15% | $35,610,506 | 2026-07-29 | |
| Q1 2026 | Reduced | 109,485 | -4,082 (-3.6%) | 4.18% | $32,206,061 | 2026-05-12 | |
| Q4 2025 | Added | 113,567 | +771 (0.7%) | 5.02% | $36,593,507 | 2026-01-21 | |
| Q3 2025 | Reduced | 112,796 | -3,091 (-2.7%) | 5.04% | $35,579,192 | 2025-10-24 | |
| Q2 2025 | Reduced | 115,887 | -2,005 (-1.7%) | 5.16% | $33,596,754 | 2025-08-11 | |
| Q1 2025 | Added | 117,892 | +45 (0.0%) | 4.62% | $28,918,868 | 2025-05-15 | |
| Q4 2024 | Reduced | 117,847 | -1,875 (-1.6%) | 4.49% | $28,249,156 | 2025-01-16 | |
| Q3 2024 | Reduced | 119,722 | -1,246 (-1.0%) | 4.06% | $25,244,626 | 2024-10-16 | |
| Q2 2024 | Reduced | 120,968 | -2,019 (-1.6%) | 4.27% | $24,467,031 | 2024-07-30 | |
| Q1 2024 | Reduced | 122,987 | -1,834 (-1.5%) | 4.25% | $24,634,339 | 2024-04-30 | |
| Q4 2023 | Reduced | 124,821 | -435 (-0.3%) | 3.95% | $21,232,089 | 2024-01-19 | |
| Q3 2023 | Unchanged | 125,256 | 0 (0.0%) | 3.65% | $18,164,656 | 2023-10-18 | |
| Q2 2023 | Added | 125,256 | +924 (0.7%) | 3.52% | $18,217,264 | 2023-07-18 | |
| Q1 2023 | Added | 124,332 | +1,175 (1.0%) | 3.31% | $16,201,731 | 2023-05-08 | |
| Q4 2022 | Reduced | 123,157 | -204 (-0.2%) | 3.48% | $16,515,332 | 2023-01-23 | |
| Q3 2022 | Reduced | 123,361 | -180 (-0.1%) | 2.99% | $12,891,000 | 2022-10-13 | |
| Q2 2022 | Reduced | 123,541 | -56 (0.0%) | 3.02% | $13,912,000 | 2022-07-21 | |
| Q1 2022 | Added | 123,597 | +15,005 (13.8%) | 3.17% | $16,848,000 | 2022-04-19 | |
| Q4 2021 | Reduced | 108,592 | -1,213 (-1.1%) | 3.24% | $17,195,000 | 2022-01-14 | |
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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 18, 2023
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 125,256
“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.