Reported 304,363 shares, down 25,400 (7.7%) from the prior quarter.
Reported value 8.3%; share count -7.7% 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 | 30166000 |
| 2022-03-31 | 16999000 |
| 2022-06-30 | 14042000 |
| 2022-09-30 | 13031000 |
| 2022-12-31 | 33241647 |
| 2023-03-31 | 39547391 |
| 2023-06-30 | 45531883 |
| 2023-09-30 | 47822230 |
| 2023-12-31 | 51772146 |
| 2024-03-31 | 60963909 |
| 2024-06-30 | 61560460 |
| 2024-09-30 | 55448378 |
| 2024-12-31 | 50521999 |
| 2025-03-31 | 58396854 |
| 2025-06-30 | 69016844 |
| 2025-09-30 | 64304506 |
| 2025-12-31 | 66655396 |
| 2026-03-31 | 60262500 |
| 2026-06-30 | 67057806 |
| 2026-09-30 | 67774826 |
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 | Unchanged | 204,863 | 0 (0.0%) | 2.05% | $67,774,826 | 2026-10-21 | |
| Q2 2026 | Unchanged | 204,863 | 0 (0.0%) | 2.05% | $67,057,806 | 2026-07-22 | |
| Q1 2026 | Reduced | 204,863 | -2,000 (-1.0%) | 2.12% | $60,262,500 | 2026-04-22 | |
| Q4 2025 | Added | 206,863 | +3,000 (1.5%) | 2.22% | $66,655,396 | 2026-02-13 | |
| Q3 2025 | Reduced | 203,863 | -34,200 (-14.4%) | 2.17% | $64,304,506 | 2025-10-22 | |
| Q2 2025 | Unchanged | 238,063 | 0 (0.0%) | 2.47% | $69,016,844 | 2025-07-30 | |
| Q1 2025 | Added | 238,063 | +27,300 (13.0%) | 2.33% | $58,396,854 | 2025-04-23 | |
| Q4 2024 | Reduced | 210,763 | -52,200 (-19.9%) | 1.91% | $50,521,999 | 2025-02-11 | |
| Q3 2024 | Reduced | 262,963 | -41,400 (-13.6%) | 2.04% | $55,448,378 | 2024-10-25 | |
| Q2 2024 | Unchanged | 304,363 | 0 (0.0%) | 2.1% | $61,560,460 | 2024-08-01 | |
| Q1 2024 | Unchanged | 304,363 | 0 (0.0%) | 2.16% | $60,963,909 | 2024-04-24 | |
| Q4 2023 | Reduced | 304,363 | -25,400 (-7.7%) | 2.04% | $51,772,146 | 2024-02-12 | |
| Q3 2023 | Added | 329,763 | +16,700 (5.3%) | 2.04% | $47,822,230 | 2023-10-25 | |
| Q2 2023 | Added | 313,063 | +9,576 (3.2%) | 1.89% | $45,531,883 | 2023-08-01 | |
| Q1 2023 | Added | 303,487 | +55,600 (22.4%) | 1.77% | $39,547,391 | 2023-04-26 | |
| Q4 2022 | Added | 247,887 | +123,187 (98.8%) | 1.59% | $33,241,647 | 2023-02-03 | |
| Q3 2022 | Unchanged | 124,700 | 0 (0.0%) | 0.65% | $13,031,000 | 2022-10-26 | |
| Q2 2022 | Unchanged | 124,700 | 0 (0.0%) | 0.67% | $14,042,000 | 2022-07-27 | |
| Q1 2022 | Reduced | 124,700 | -65,800 (-34.5%) | 0.68% | $16,999,000 | 2022-04-27 | |
| Q4 2021 | Unchanged | 190,500 | 0 (0.0%) | 1.14% | $30,166,000 | 2022-02-11 | |
|
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Who else reported the position
4101 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 12, 2024
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 304,363
- 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.