Form 13-F position report

JP MORGAN CHASE & CO

Reported by CULBERTSON A N & CO INC

JPM CUSIP 46625H100 Manager CIK 0001224890

Reported 115,887 shares, down 2,005 (1.7%) from the prior quarter.

Reported value 16.2%; share count -1.7% vs. the prior quarter.

Reduced
% of reported 13F value 5.16% This manager · Q2 2025
Shares 115,887 Quarter-end amount reported
Reported value $33,596,754 Fair value at quarter end
Consecutive quarters held 49 Through Q2 2025

Reported position value by 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.

Reported position value by 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.

20 quarters
Quarterly reported position history for JP MORGAN CHASE & CO held by CULBERTSON A N & CO INC.
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
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

4865 managers reported JP MORGAN CHASE & CO for Q2 2025.

Managers reporting JP MORGAN CHASE & CO in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 271,954,190 -842,398 1.28% $78,842,239,223 49 qtrs
BlackRock Inc Reduced 205,887,833 -2,327,705 1.14% $59,688,941,613 4 qtrs
STATE STREET CORPORATION Reduced 125,287,735 -2,230,688 1.36% $36,322,167,254 49 qtrs
MORGAN STANLEY Reduced 66,985,321 -2,369,463 1.27% $19,419,715,182 49 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 61,129,271 +300,160 1.24% $17,646,506,125 49 qtrs
Bank of America Corporation Added 53,873,014 +6,287,359 1.14% $15,618,325,527 49 qtrs
FMR LLC Reduced 42,043,115 -4,962,193 0.69% $12,188,719,859 49 qtrs
NORGES BANK Added 35,511,741 +589,119 1.29% $10,295,208,833 49 qtrs
NORTHERN TRUST CORPORATION Reduced 32,541,931 -576,167 1.3% $9,434,231,216 49 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 28,727,851 -179,464 0.94% $8,328,492,000 49 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 11, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
115,887

“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.