Reported 830,917 shares, down 23,952 (2.8%) from the prior quarter.
Reported value -16.3%; share count -2.8% 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 | 135369000 |
| 2022-03-31 | 113271000 |
| 2022-06-30 | 90444000 |
| 2022-09-30 | 81774000 |
| 2022-12-31 | 102427994 |
| 2023-03-31 | 99905550 |
| 2023-06-30 | 111301160 |
| 2023-09-30 | 107960719 |
| 2023-12-31 | 124908172 |
| 2024-03-31 | 146667271 |
| 2024-06-30 | 0 |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2024 | Reduced | 0 | -732,238 (-100.0%) | 0 | $0 | 2024-08-13 | |
| Q1 2024 | Reduced | 732,238 | -2,084 (-0.3%) | 0.53% | $146,667,271 | 2024-05-13 | |
| Q4 2023 | Reduced | 734,322 | -10,132 (-1.4%) | 0.51% | $124,908,172 | 2024-02-13 | |
| Q3 2023 | Reduced | 744,454 | -20,818 (-2.7%) | 0.7% | $107,960,719 | 2023-11-13 | |
| Q2 2023 | Reduced | 765,272 | -1,404 (-0.2%) | 0.68% | $111,301,160 | 2023-08-04 | |
| Q1 2023 | Added | 766,676 | +2,858 (0.4%) | 0.66% | $99,905,550 | 2023-05-12 | |
| Q4 2022 | Reduced | 763,818 | -18,708 (-2.4%) | 0.72% | $102,427,994 | 2023-02-10 | |
| Q3 2022 | Reduced | 782,526 | -20,637 (-2.6%) | 0.6% | $81,774,000 | 2022-11-14 | |
| Q2 2022 | Reduced | 803,163 | -27,754 (-3.3%) | 0.61% | $90,444,000 | 2022-08-12 | |
| Q1 2022 | Reduced | 830,917 | -23,952 (-2.8%) | 0.62% | $113,271,000 | 2022-05-13 | |
| Q4 2021 | Reduced | 854,869 | -4,181 (-0.5%) | 0.68% | $135,369,000 | 2022-02-11 | |
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Who else reported the position
3583 managers reported JP MORGAN CHASE & CO for Q1 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| WestEnd Advisors LLC | Added | 318,341 | +44,976 | 1.17% | $43,396,245,000 | 21 qtrs |
| VANGUARD GROUP INC | Added | 266,854,574 | +6,792,220 | 0.86% | $36,377,615,000 | 36 qtrs |
| BlackRock Inc | Added | 201,689,773 | +9,440,222 | 0.74% | $27,494,349,000 | 36 qtrs |
| STATE STREET CORPORATION | Reduced | 140,760,796 | -959,294 | 0.95% | $19,188,512,000 | 36 qtrs |
| Bank of America Corporation | Added | 54,292,632 | +3,493,850 | 0.72% | $7,401,171,000 | 36 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 48,488,366 | +681,860 | 0.82% | $6,592,304,000 | 36 qtrs |
| Capital World Investors | Reduced | 45,163,645 | -21,016,331 | 1.06% | $6,157,166,000 | 36 qtrs |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 43,145,696 | -5,309,612 | 1.01% | $5,881,622,000 | 36 qtrs |
| FMR LLC | Reduced | 41,277,786 | -4,659,718 | 0.45% | $5,626,987,904 | 36 qtrs |
| MORGAN STANLEY | Reduced | 39,489,308 | -194,373 | 0.73% | $5,383,184,000 | 36 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2022
- Filed
- May 13, 2022
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 830,917
- 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.