Form 13-F position report

JP MORGAN CHASE & CO

Reported by CHARLES SCHWAB INVESTMENT MANAGEMENT INC

JPM CUSIP 46625H100 Manager CIK 0000884546

Reported 17,802,465 shares, up 273,693 (1.6%) from the prior quarter.

Reported value -1.8%; share count 1.6% vs. the prior quarter.

Added
% of reported 13F value 0.83% This manager · Q4 2021
Shares 17,802,465 Quarter-end amount reported
Reported value $2,819,021,000 Fair value at quarter end
Consecutive quarters held 35 Through Q4 2021

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
2021-09-30 2869286000
2021-12-31 2819021000
2022-03-31 2536598000
2022-06-30 2131206000
2022-09-30 2044958000
2022-12-31 2664256967
2023-03-31 2604391774
2023-06-30 2891306837
2023-09-30 2868412712
2023-12-31 3389328935
2024-03-31 4003629670
2024-06-30 4088536956
2024-09-30 4223885218
2024-12-31 4818905492
2025-03-31 4867836104
2025-06-30 5736395199
2025-09-30 5935645840
2025-12-31 6040924989
2026-03-31 5616841414
2026-06-30 6281082303

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 CHARLES SCHWAB INVESTMENT MANAGEMENT INC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 19,187,267 +86,154 (0.5%) 0.84% $6,281,082,303 2026-08-14
Q1 2026 Added 19,101,113 +353,294 (1.9%) 0.86% $5,616,841,414 2026-05-15
Q4 2025 Reduced 18,747,819 -69,643 (-0.4%) 0.94% $6,040,924,989 2026-02-13
Q3 2025 Reduced 18,817,462 -971,099 (-4.9%) 0.95% $5,935,645,840 2025-11-10
Q2 2025 Reduced 19,788,561 -57,502 (-0.3%) 0.99% $5,736,395,199 2025-08-12
Q1 2025 Reduced 19,846,063 -257,000 (-1.3%) 0.91% $4,867,836,104 2025-05-09
Q4 2024 Added 20,103,063 +71,122 (0.4%) 0.89% $4,818,905,492 2025-02-06
Q3 2024 Reduced 20,031,941 -182,322 (-0.9%) 0.81% $4,223,885,218 2024-11-12
Q2 2024 Reduced 20,214,263 -12,274 (-0.1%) 0.78% $4,088,536,956 2024-08-12
Q1 2024 Added 20,226,537 +56,138 (0.3%) 0.92% $4,003,629,670 2024-05-09
Q4 2023 Added 20,170,399 +154,426 (0.8%) 0.86% $3,389,328,935 2024-02-06
Q3 2023 Reduced 20,015,973 -92,022 (-0.5%) 0.82% $2,868,412,712 2023-11-08
Q2 2023 Reduced 20,107,995 -95,967 (-0.5%) 0.83% $2,891,306,837 2023-08-10
Q1 2023 Added 20,203,962 +121,559 (0.6%) 0.79% $2,604,391,774 2023-05-12
Q4 2022 Added 20,082,403 +513,422 (2.6%) 0.86% $2,664,256,967 2023-02-13
Q3 2022 Added 19,568,981 +643,426 (3.4%) 0.73% $2,044,958,000 2022-11-14
Q2 2022 Added 18,925,555 +317,894 (1.7%) 0.74% $2,131,206,000 2022-08-15
Q1 2022 Added 18,607,661 +805,196 (4.5%) 0.76% $2,536,598,000 2022-05-13
Q4 2021 Added 17,802,465 +273,693 (1.6%) 0.83% $2,819,021,000 2022-02-11
Q3 2021 Added 17,528,772 +781,114 (4.7%) 0.94% $2,869,286,000 2021-11-16
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

3536 managers reported JP MORGAN CHASE & CO for Q4 2021.

Managers reporting JP MORGAN CHASE & CO in Q4 2021.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 260,062,354 -532,155 0.93% $41,180,874,000 35 qtrs
BlackRock Inc Reduced 192,249,551 -41,763 0.77% $30,442,719,000 35 qtrs
STATE STREET CORPORATION Added 141,720,090 +2,277,065 1.06% $22,441,376,000 35 qtrs
Capital World Investors Reduced 66,179,976 -8,122,178 1.66% $10,479,614,000 35 qtrs
Bank of America Corporation Reduced 50,798,782 -1,100,198 0.78% $8,043,988,000 35 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 48,455,308 -2,797,998 1.23% $7,672,897,000 35 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 47,806,506 +687,571 0.91% $7,548,705,000 35 qtrs
FMR LLC Added 45,937,504 +795,161 0.54% $7,274,203,000 35 qtrs
MORGAN STANLEY Added 39,683,681 +1,481,841 0.78% $6,283,910,000 35 qtrs
Capital International Investors Reduced 37,122,333 -1,695,231 1.24% $5,878,376,000 35 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2021
Filed
February 11, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
17,493,849
Shared
0
None
308,616

“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.