Form 13-F position report

JP MORGAN CHASE & CO

Reported by Venture Visionary Partners LLC

JPM CUSIP 46625H100 Manager CIK 0001792283

Reported 219,997 shares, up 5,059 (2.4%) from the prior quarter.

Reported value -15.4%; share count 2.4% vs. the prior quarter.

Added
% of reported 13F value 1.88% This manager · Q2 2022
Shares 219,997 Quarter-end amount reported
Reported value $24,773,969 Fair value at quarter end
Consecutive quarters held 11 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.

Reported position value by quarter
Date Holding Value
2021-12-31 33835000
2022-03-31 29300000
2022-06-30 24773969
2022-09-30 23799000
2022-12-31 31955383
2023-03-31 30860805
2023-06-30 34733695
2023-09-30 35100306
2023-12-31 41128864
2024-03-31 43002672
2024-06-30 43788322
2024-09-30 45992368
2024-12-31 51596496
2025-03-31 56927381
2025-06-30 69248861
2025-09-30 75203572
2025-12-31 78109225
2026-03-31 73029208
2026-06-30 84035796
2026-09-30 85901187

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 Venture Visionary Partners LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 259,653 +2,922 (1.1%) 2.25% $85,901,187 2026-10-07
Q2 2026 Added 256,731 +8,468 (3.4%) 2.33% $84,035,796 2026-07-27
Q1 2026 Added 248,263 +7,538 (3.1%) 2.43% $73,029,208 2026-05-14
Q4 2025 Added 240,725 +2,309 (1.0%) 2.55% $78,109,225 2026-02-13
Q3 2025 Reduced 238,416 -447 (-0.2%) 2.58% $75,203,572 2025-10-06
Q2 2025 Added 238,863 +6,791 (2.9%) 2.6% $69,248,861 2025-07-17
Q1 2025 Added 232,072 +16,827 (7.8%) 2.38% $56,927,381 2025-05-14
Q4 2024 Reduced 215,245 -2,874 (-1.3%) 2.19% $51,596,496 2025-02-12
Q3 2024 Added 218,119 +1,640 (0.8%) 2.0% $45,992,368 2024-10-21
Q2 2024 Added 216,479 +1,787 (0.8%) 2.01% $43,788,322 2024-08-13
Q1 2024 Reduced 214,692 -27,100 (-11.2%) 2.04% $43,002,672 2024-05-13
Q4 2023 Reduced 241,792 -238 (-0.1%) 2.17% $41,128,864 2024-01-24
Q3 2023 Added 242,030 +3,214 (1.3%) 2.11% $35,100,306 2023-10-13
Q2 2023 Added 238,816 +1,990 (0.8%) 2.04% $34,733,695 2023-07-14
Q1 2023 Reduced 236,826 -1,468 (-0.6%) 1.95% $30,860,805 2023-04-13
Q4 2022 Added 238,294 +10,550 (4.6%) 2.31% $31,955,383 2023-02-09
Q3 2022 Added 227,744 +7,747 (3.5%) 1.93% $23,799,000 2022-11-14
Q2 2022 Added 219,997 +5,059 (2.4%) 1.88% $24,773,969 2022-07-26
Q1 2022 Added 214,938 +1,458 (0.7%) 1.95% $29,300,000 2022-05-03
Q4 2021 Added 213,480 +2,051 (1.0%) 2.2% $33,835,000 2022-02-08
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

3528 managers reported JP MORGAN CHASE & CO for Q2 2022.

Managers reporting JP MORGAN CHASE & CO in 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
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2022
Filed
July 26, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
219,997

“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.