Reported 238,816 shares, up 1,990 (0.8%) from the prior quarter.
Reported value 12.5%; share count 0.8% 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 | 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.
| 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 | |
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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 14, 2023
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 238,816
- Shared
- 0
- None
- 0
“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.