Reported 207,597 shares, up 2,070 (1.0%) from the prior quarter.
Reported value 18.5%; share count 1.0% 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 | 23167000 |
| 2022-03-31 | 21492000 |
| 2022-06-30 | 19271000 |
| 2022-09-30 | 18958000 |
| 2022-12-31 | 24094000 |
| 2023-03-31 | 24603962 |
| 2023-06-30 | 28243284 |
| 2023-09-30 | 29805525 |
| 2023-12-31 | 35312250 |
| 2024-03-31 | 39515184 |
| 2024-06-30 | 39432610 |
| 2024-09-30 | 39963452 |
| 2024-12-31 | 38519959 |
| 2025-03-31 | 33893346 |
| 2025-06-30 | 32907684 |
| 2025-09-30 | 33070887 |
| 2025-12-31 | 29684139 |
| 2026-03-31 | 26065172 |
| 2026-06-30 | 27248202 |
| 2026-09-30 | 27400606 |
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 | 82,824 | -420 (-0.5%) | 1.05% | $27,400,606 | 2026-10-05 | |
| Q2 2026 | Reduced | 83,244 | -5,365 (-6.1%) | 1.07% | $27,248,202 | 2026-07-08 | |
| Q1 2026 | Reduced | 88,609 | -3,515 (-3.8%) | 1.04% | $26,065,172 | 2026-04-16 | |
| Q4 2025 | Reduced | 92,124 | -12,720 (-12.1%) | 1.17% | $29,684,139 | 2026-01-15 | |
| Q3 2025 | Reduced | 104,844 | -8,666 (-7.6%) | 1.36% | $33,070,887 | 2025-11-06 | |
| Q2 2025 | Reduced | 113,510 | -24,661 (-17.8%) | 1.6% | $32,907,684 | 2025-07-10 | |
| Q1 2025 | Reduced | 138,171 | -22,523 (-14.0%) | 1.7% | $33,893,346 | 2025-04-16 | |
| Q4 2024 | Reduced | 160,694 | -28,832 (-15.2%) | 1.96% | $38,519,959 | 2025-01-14 | |
| Q3 2024 | Reduced | 189,526 | -5,434 (-2.8%) | 1.97% | $39,963,452 | 2024-10-03 | |
| Q2 2024 | Reduced | 194,960 | -2,320 (-1.2%) | 2.08% | $39,432,610 | 2024-07-23 | |
| Q1 2024 | Reduced | 197,280 | -10,317 (-5.0%) | 2.08% | $39,515,184 | 2024-04-11 | |
| Q4 2023 | Added | 207,597 | +2,070 (1.0%) | 1.93% | $35,312,250 | 2024-01-11 | |
| Q3 2023 | Added | 205,527 | +11,335 (5.8%) | 1.79% | $29,805,525 | 2023-10-26 | |
| Q2 2023 | Added | 194,192 | +5,381 (2.8%) | 1.69% | $28,243,284 | 2023-07-27 | |
| Q1 2023 | Added | 188,811 | +9,137 (5.1%) | 1.55% | $24,603,962 | 2023-04-24 | |
| Q4 2022 | Reduced | 179,674 | -1,733 (-1.0%) | 1.53% | $24,094,000 | 2023-01-24 | |
| Q3 2022 | Added | 181,407 | +10,280 (6.0%) | 1.35% | $18,958,000 | 2022-10-19 | |
| Q2 2022 | Added | 171,127 | +13,472 (8.5%) | 1.33% | $19,271,000 | 2022-07-13 | |
| Q1 2022 | Added | 157,655 | +11,351 (7.8%) | 1.37% | $21,492,000 | 2022-04-18 | |
| Q4 2021 | Added | 146,304 | +367 (0.3%) | 1.48% | $23,167,000 | 2022-01-27 | |
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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
- January 11, 2024
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 191,013
- Shared
- 0
- None
- 16,584
“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.