Reported 19,198 shares, up 1,317 (7.4%) from the prior quarter.
Reported value -2.0%; share count 7.4% 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 |
|---|---|
| 2021-09-30 | 862000 |
| 2021-12-31 | 787000 |
| 2022-03-31 | 676000 |
| 2022-06-30 | 614000 |
| 2022-09-30 | 592000 |
| 2022-12-31 | 811338 |
| 2023-03-31 | 988927 |
| 2023-06-30 | 1067655 |
| 2023-09-30 | 1084468 |
| 2023-12-31 | 1389028 |
| 2024-03-31 | 1780325 |
| 2024-06-30 | 2109785 |
| 2024-09-30 | 2559148 |
| 2024-12-31 | 3128657 |
| 2025-03-31 | 3397418 |
| 2025-06-30 | 4540102 |
| 2025-09-30 | 5267182 |
| 2025-12-31 | 5761486 |
| 2026-03-31 | 5647342 |
| 2026-06-30 | 5554095 |
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 | Reduced | 16,968 | -2,230 (-11.6%) | 1.56% | $5,554,095 | 2026-08-12 | |
| Q1 2026 | Added | 19,198 | +1,317 (7.4%) | 1.77% | $5,647,342 | 2026-05-13 | |
| Q4 2025 | Added | 17,881 | +1,183 (7.1%) | 1.83% | $5,761,486 | 2026-02-03 | |
| Q3 2025 | Added | 16,698 | +1,038 (6.6%) | 1.73% | $5,267,182 | 2025-10-31 | |
| Q2 2025 | Added | 15,660 | +1,810 (13.1%) | 1.62% | $4,540,102 | 2025-08-15 | |
| Q1 2025 | Added | 13,850 | +798 (6.1%) | 1.33% | $3,397,418 | 2025-05-08 | |
| Q4 2024 | Added | 13,052 | +915 (7.5%) | 1.25% | $3,128,657 | 2025-02-12 | |
| Q3 2024 | Added | 12,137 | +1,706 (16.4%) | 1.05% | $2,559,148 | 2024-11-14 | |
| Q2 2024 | Added | 10,431 | +1,542 (17.3%) | 0.95% | $2,109,785 | 2024-08-02 | |
| Q1 2024 | Added | 8,889 | +722 (8.8%) | 0.83% | $1,780,325 | 2024-05-10 | |
| Q4 2023 | Added | 8,167 | +689 (9.2%) | 0.7% | $1,389,028 | 2024-02-09 | |
| Q3 2023 | Added | 7,478 | +137 (1.9%) | 0.6% | $1,084,468 | 2023-11-14 | |
| Q2 2023 | Reduced | 7,341 | -248 (-3.3%) | 0.58% | $1,067,655 | 2023-08-11 | |
| Q1 2023 | Added | 7,589 | +1,539 (25.4%) | 0.55% | $988,927 | 2023-05-04 | |
| Q4 2022 | Added | 6,050 | +377 (6.6%) | 0.44% | $811,338 | 2023-02-06 | |
| Q3 2022 | Added | 5,673 | +212 (3.9%) | 0.35% | $592,000 | 2022-11-23 | |
| Q2 2022 | Reduced | 5,461 | -21 (-0.4%) | 0.34% | $614,000 | 2022-08-01 | |
| Q1 2022 | Added | 5,482 | +510 (10.3%) | 0.34% | $676,000 | 2022-04-14 | |
| Q4 2021 | Reduced | 4,972 | -294 (-5.6%) | 0.33% | $787,000 | 2022-02-03 | |
| Q3 2021 | Reduced | 5,266 | -552 (-9.5%) | 0.43% | $862,000 | 2022-02-23 | |
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Who else reported the position
5298 managers reported JPMORGAN CHASE & CO for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Reduced | 208,220,293 | -3,376,439 | 1.07% | $61,250,081,514 | 7 qtrs |
| VANGUARD CAPITAL MANAGEMENT LLC | New | 165,278,733 | +165,278,733 | 1.2% | $48,618,392,099 | 1 qtr |
| STATE STREET CORPORATION | Reduced | 124,276,661 | -1,065,474 | 1.26% | $36,557,222,600 | 52 qtrs |
| MORGAN STANLEY | Added | 68,544,442 | +2,159,174 | 1.21% | $20,163,033,832 | 52 qtrs |
| Bank of America Corporation | Added | 65,660,460 | +8,941,351 | 1.41% | $19,314,681,112 | 52 qtrs |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New | 65,580,826 | +65,580,826 | 1.01% | $19,291,255,776 | 1 qtr |
| GEODE CAPITAL MANAGEMENT LLC | Added | 62,550,814 | +1,282,126 | 1.14% | $18,341,199,479 | 52 qtrs |
| FMR LLC | Reduced | 31,433,969 | -4,266,750 | 0.49% | $9,246,616,475 | 52 qtrs |
| NORTHERN TRUST CORPORATION | Reduced | 31,221,042 | -451,720 | 1.21% | $9,183,981,714 | 52 qtrs |
| PRICE T ROWE ASSOCIATES INC MD | Reduced | 27,487,323 | -455,026 | 0.93% | $8,085,672,000 | 52 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- May 13, 2026
- Filing type
- 13F-HR
- Position type
- COMMON STOCK
Voting authority reported
- Sole
- 19,198
- 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.