Form 13-F position report

JP MORGAN CHASE & CO

Reported by New World Advisors LLC

Company profile Manager portfolio Source filing
JPM CUSIP 46625H100 Manager CIK 0001767724
Latest reported change

Reported 1,889 shares, down 733 (28.0%) from the prior quarter.

Reported value -38.3%; share count -28.0% vs. the prior quarter.

Reduced
% of reported 13F value 0.11% This manager · Q2 2022
Shares 1,889 Quarter-end amount reported
Reported value $211,000 Fair value at quarter end
Consecutive quarters held 14 Through Q2 2022

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.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 6,080 +775 (14.6%) 0.34% $1,990,215 2026-08-12
Q1 2026 Reduced 5,305 -345 (-6.1%) 0.27% $1,560,541 2026-04-27
Q4 2025 Added 5,650 +290 (5.4%) 0.31% $1,820,541 2026-02-06
Q3 2025 Added 5,360 +919 (20.7%) 0.31% $1,690,679 2025-11-06
Q2 2025 Added 4,441 +2,109 (90.4%) 0.27% $1,287,395 2025-08-12
Q1 2025 Added 2,332 +210 (9.9%) 0.13% $572,036 2025-04-23
Q4 2024 Unchanged 2,122 0 (0.0%) 0.12% $508,771 2025-02-04
Q3 2024 Added 2,122 +1 (0.0%) 0.12% $447,401 2024-10-24
Q2 2024 Reduced 2,121 -55 (-2.5%) 0.12% $429,028 2024-08-02
Q1 2024 Reduced 2,176 -15 (-0.7%) 0.13% $435,885 2024-04-22
Q4 2023 Added 2,191 +17 (0.8%) 0.11% $372,710 2024-01-29
Q3 2023 Added 2,174 +202 (10.2%) 0.11% $315,253 2023-10-30
Q2 2023 Reduced 1,972 -23 (-1.2%) 0.1% $286,830 2023-07-31
Q1 2023 Added 1,995 +102 (5.4%) 0.1% $260,002 2023-05-01
Q4 2022 New 1,893 +1,893 (0.0%) 0.09% $253,901 2023-01-31
Q3 2022 Reduced 0 -1,889 (-100.0%) 0 $0 2022-11-14
Q2 2022 Reduced 1,889 -733 (-28.0%) 0.11% $211,000 2022-08-12
Q1 2022 Added 2,622 +735 (39.0%) 0.18% $342,000 2022-05-11
Q4 2021 Added 1,887 +1 (0.1%) 0.14% $299,000 2022-02-11
Q3 2021 Reduced 1,886 -12,269 (-86.7%) 0.15% $324,000 2021-11-03
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Institutional context

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% $4,276,878,000 37 qtrs
NORTHERN TRUST CORPORATION Reduced 34,786,756 -1,135,871 0.84% $3,917,336,000 37 qtrs
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Filing details and methodology As reported
Report period
June 30, 2022
Filed
August 12, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
1,889

“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.