JPM
CUSIP 46625H100
Manager CIK 0000820027
Latest reported change
Reported 23,713,332 shares, down 11,344 (0.0%) from the prior quarter.
Reported value 17.3%; share count 0.0% vs. the prior quarter.
% of reported 13F value
1.21%
This manager · Q4 2023
Shares
23,713,332
Quarter-end amount reported
Reported value
$4,037,916,385
Fair value at quarter end
Consecutive quarters held
43
Through Q4 2023
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.
| Date | Holding Value |
|---|---|
| 2021-09-30 | 3665437000 |
| 2021-12-31 | 3613738000 |
| 2022-03-31 | 3023068000 |
| 2022-06-30 | 2536377000 |
| 2022-09-30 | 2404325000 |
| 2022-12-31 | 3007123000 |
| 2023-03-31 | 2918533273 |
| 2023-06-30 | 3386557311 |
| 2023-09-30 | 3442313491 |
| 2023-12-31 | 4037916385 |
| 2024-03-31 | 4733051908 |
| 2024-06-30 | 4741962903 |
| 2024-09-30 | 4857306449 |
| 2024-12-31 | 5406449013 |
| 2025-03-31 | 5500149455 |
| 2025-06-30 | 6354802061 |
| 2025-09-30 | 6611895942 |
| 2025-12-31 | 6233161024 |
| 2026-03-31 | 5031283593 |
| 2026-06-30 | 5675149778 |
Manager history
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 2026 | Added | 17,323,113 | +220,033 (1.3%) | 1.15% | $5,675,149,778 | 2026-08-14 | |
| Q1 2026 | Reduced | 17,103,080 | -2,249,514 (-11.6%) | 1.17% | $5,031,283,593 | 2026-05-15 | |
| Q4 2025 | Reduced | 19,352,594 | -1,599,657 (-7.6%) | 1.41% | $6,233,161,024 | 2026-02-17 | |
| Q3 2025 | Reduced | 20,952,251 | -954,757 (-4.4%) | 1.52% | $6,611,895,942 | 2025-11-14 | |
| Q2 2025 | Reduced | 21,907,008 | -511,997 (-2.3%) | 1.57% | $6,354,802,061 | 2025-08-14 | |
| Q1 2025 | Reduced | 22,419,005 | -125,711 (-0.6%) | 1.48% | $5,500,149,455 | 2025-05-14 | |
| Q4 2024 | Reduced | 22,544,716 | -489,459 (-2.1%) | 1.39% | $5,406,449,013 | 2025-02-14 | |
| Q3 2024 | Reduced | 23,034,175 | -413,219 (-1.8%) | 1.25% | $4,857,306,449 | 2024-11-14 | |
| Q2 2024 | Reduced | 23,447,394 | -165,878 (-0.7%) | 1.28% | $4,741,962,903 | 2024-08-14 | |
| Q1 2024 | Reduced | 23,613,272 | -100,060 (-0.4%) | 1.3% | $4,733,051,908 | 2024-05-15 | |
| Q4 2023 | Reduced | 23,713,332 | -11,344 (0.0%) | 1.21% | $4,037,916,385 | 2024-02-14 | |
| Q3 2023 | Added | 23,724,676 | +457,184 (2.0%) | 1.13% | $3,442,313,491 | 2023-11-14 | |
| Q2 2023 | Added | 23,267,492 | +867,932 (3.9%) | 1.06% | $3,386,557,311 | 2023-08-14 | |
| Q1 2023 | Reduced | 22,399,560 | -14,997 (-0.1%) | 0.96% | $2,918,533,273 | 2023-05-15 | |
| Q4 2022 | Reduced | 22,414,557 | -596,189 (-2.6%) | 1.03% | $3,007,123,000 | 2023-02-14 | |
| Q3 2022 | Added | 23,010,746 | +464,597 (2.1%) | 0.89% | $2,404,325,000 | 2022-11-14 | |
| Q2 2022 | Added | 22,546,149 | +341,689 (1.5%) | 0.88% | $2,536,377,000 | 2022-08-15 | |
| Q1 2022 | Reduced | 22,204,460 | -664,541 (-2.9%) | 0.89% | $3,023,068,000 | 2022-05-16 | |
| Q4 2021 | Added | 22,869,001 | +486,546 (2.2%) | 1.0% | $3,613,738,000 | 2022-02-14 | |
| Q3 2021 | Added | 22,382,455 | +1,271,324 (6.0%) | 1.17% | $3,665,437,000 | 2021-11-15 | |
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Institutional context
Who else reported the position
4099 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 |
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
- Report period
- December 31, 2023
- Filed
- February 14, 2024
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 16,720,894
- None
- 6,992,438
“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.