Form 13-F position report

JP MORGAN CHASE & CO

Reported by ADAMS DIVERSIFIED EQUITY FUND INC

JPM CUSIP 46625H100 Manager CIK 0000002230

Reported 238,063 shares, up 27,300 (13.0%) from the prior quarter.

Reported value 15.6%; share count 13.0% vs. the prior quarter.

Added
% of reported 13F value 2.33% This manager · Q1 2025
Shares 238,063 Quarter-end amount reported
Reported value $58,396,854 Fair value at quarter end
Consecutive quarters held 48 Through Q1 2025

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 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.

20 quarters
Quarterly reported position history for JP MORGAN CHASE & CO held by ADAMS DIVERSIFIED EQUITY FUND INC.
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
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

4821 managers reported JP MORGAN CHASE & CO for Q1 2025.

Managers reporting JP MORGAN CHASE & CO in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 272,796,588 +412,541 1.21% $66,917,003,037 48 qtrs
BlackRock Inc Added 208,215,538 +1,527,298 1.07% $51,075,271,576 3 qtrs
STATE STREET CORPORATION Added 127,518,423 +232,965 1.29% $31,280,269,162 48 qtrs
MORGAN STANLEY Added 69,354,784 +510,135 1.22% $17,012,729,566 48 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 60,829,111 +1,608,508 1.17% $14,873,876,354 48 qtrs
Bank of America Corporation Reduced 47,585,655 -1,808,000 0.94% $11,672,761,223 48 qtrs
FMR LLC Reduced 47,005,308 -1,202,958 0.74% $11,530,402,042 48 qtrs
NORGES BANK Added 34,922,622 +252,043 1.2% $8,566,519,177 48 qtrs
NORTHERN TRUST CORPORATION Reduced 33,118,098 -727,578 1.21% $8,123,869,441 48 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 28,907,315 -786,629 0.87% $7,090,966,000 48 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
April 23, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
238,063
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.