Reported 34,969 shares, down 327 (0.9%) from the prior quarter.
Reported value 16.2%; share count -0.9% 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 | 4207000 |
| 2022-03-31 | 3816093 |
| 2022-06-30 | 3271000 |
| 2022-09-30 | 3107000 |
| 2022-12-31 | 3995021 |
| 2023-03-31 | 4213248 |
| 2023-06-30 | 4791928 |
| 2023-09-30 | 5118456 |
| 2023-12-31 | 5948894 |
| 2024-03-31 | 5911608 |
| 2024-06-30 | 6467975 |
| 2024-09-30 | 6627721 |
| 2024-12-31 | 7248686 |
| 2025-03-31 | 7456918 |
| 2025-06-30 | 8240723 |
| 2025-09-30 | 9152653 |
| 2025-12-31 | 9285081 |
| 2026-03-31 | 8501670 |
| 2026-06-30 | 9559000 |
| 2026-09-30 | 9516295 |
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 | 28,766 | -445 (-1.5%) | 1.86% | $9,516,295 | 2026-10-19 | |
| Q2 2026 | Added | 29,211 | +309 (1.1%) | 1.89% | $9,559,000 | 2026-07-22 | |
| Q1 2026 | Added | 28,902 | +85 (0.3%) | 1.87% | $8,501,670 | 2026-05-15 | |
| Q4 2025 | Reduced | 28,817 | -196 (-0.7%) | 2.07% | $9,285,081 | 2026-02-17 | |
| Q3 2025 | Added | 29,013 | +588 (2.1%) | 2.12% | $9,152,653 | 2025-11-13 | |
| Q2 2025 | Reduced | 28,425 | -1,971 (-6.5%) | 1.73% | $8,240,723 | 2025-08-14 | |
| Q1 2025 | Added | 30,396 | +160 (0.5%) | 1.64% | $7,456,918 | 2025-05-13 | |
| Q4 2024 | Reduced | 30,236 | -1,191 (-3.8%) | 1.58% | $7,248,686 | 2025-02-14 | |
| Q3 2024 | Reduced | 31,427 | -547 (-1.7%) | 1.44% | $6,627,721 | 2024-11-14 | |
| Q2 2024 | Added | 31,974 | +2,464 (8.3%) | 1.5% | $6,467,975 | 2024-07-24 | |
| Q1 2024 | Reduced | 29,510 | -5,459 (-15.6%) | 1.43% | $5,911,608 | 2024-05-10 | |
| Q4 2023 | Reduced | 34,969 | -327 (-0.9%) | 1.65% | $5,948,894 | 2024-02-02 | |
| Q3 2023 | Added | 35,296 | +2,348 (7.1%) | 1.56% | $5,118,456 | 2023-11-08 | |
| Q2 2023 | Added | 32,948 | +615 (1.9%) | 1.47% | $4,791,928 | 2023-07-17 | |
| Q1 2023 | Added | 32,333 | +2,542 (8.5%) | 1.46% | $4,213,248 | 2023-04-19 | |
| Q4 2022 | Added | 29,791 | +59 (0.2%) | 1.69% | $3,995,021 | 2023-02-14 | |
| Q3 2022 | Added | 29,732 | +679 (2.3%) | 1.49% | $3,107,000 | 2022-11-08 | |
| Q2 2022 | Added | 29,053 | +1,060 (3.8%) | 1.46% | $3,271,000 | 2022-07-15 | |
| Q1 2022 | Added | 27,993 | +1,425 (5.4%) | 1.36% | $3,816,093 | 2022-05-09 | |
| Q4 2021 | Added | 26,568 | +303 (1.2%) | 1.63% | $4,207,000 | 2022-01-20 | |
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Who else reported the position
4100 managers reported JP MORGAN CHASE & CO for Q4 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 272,426,004 | +74,940 | 1.01% | $46,339,663,343 | 43 qtrs |
| BlackRock Inc | Added | 191,756,566 | +2,274,303 | 0.83% | $32,617,791,892 | 43 qtrs |
| STATE STREET CORPORATION | Added | 125,159,471 | +3,192,375 | 1.04% | $21,289,626,017 | 43 qtrs |
| MORGAN STANLEY | Added | 64,841,197 | +1,899,854 | 0.97% | $11,029,488,314 | 43 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 55,324,255 | +998,063 | 0.98% | $9,385,581,122 | 43 qtrs |
| FMR LLC | Added | 52,605,082 | +3,187,443 | 0.69% | $8,948,124,430 | 43 qtrs |
| Bank of America Corporation | Reduced | 51,065,459 | -1,910,155 | 0.88% | $8,686,234,657 | 43 qtrs |
| Capital International Investors | Added | 41,516,695 | +2,128,478 | 1.58% | $7,062,093,535 | 43 qtrs |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 39,616,318 | -2,805,393 | 1.26% | $6,738,735,692 | 43 qtrs |
| NORGES BANK | Added | 35,372,595 | +709,205 | 1.05% | $6,016,878,410 | 43 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2023
- Filed
- February 02, 2024
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 34,969
- 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.