Reported 4,869,065 shares, down 111,582 (2.2%) from the prior quarter.
Reported value -5.4%; share count -2.2% 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 | 815282000 |
| 2021-12-31 | 771016000 |
| 2022-03-31 | 633498000 |
| 2022-06-30 | 507171000 |
| 2022-09-30 | 464224000 |
| 2022-12-31 | 573167394 |
| 2023-03-31 | 546428232 |
| 2023-06-30 | 611733393 |
| 2023-09-30 | 599974917 |
| 2023-12-31 | 679249671 |
| 2024-03-31 | 646502091 |
| 2024-06-30 | 374050139 |
| 2024-09-30 | 295104487 |
| 2024-12-31 | 157662764 |
| 2025-03-31 | 156955598 |
| 2025-06-30 | 184394966 |
| 2025-09-30 | 187878341 |
| 2025-12-31 | 184176369 |
| 2026-03-31 | 163685995 |
| 2026-06-30 | 155936320 |
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 | 476,389 | -80,063 (-14.4%) | 0.67% | $155,936,320 | 2026-08-11 | |
| Q1 2026 | Reduced | 556,452 | -15,134 (-2.6%) | 0.75% | $163,685,995 | 2026-05-07 | |
| Q4 2025 | Reduced | 571,586 | -24,040 (-4.0%) | 0.83% | $184,176,369 | 2026-02-02 | |
| Q3 2025 | Reduced | 595,626 | -40,416 (-6.4%) | 0.98% | $187,878,341 | 2025-11-12 | |
| Q2 2025 | Reduced | 636,042 | -3,810 (-0.6%) | 0.99% | $184,394,966 | 2025-08-08 | |
| Q1 2025 | Reduced | 639,852 | -17,871 (-2.7%) | 0.9% | $156,955,598 | 2025-05-12 | |
| Q4 2024 | Reduced | 657,723 | -741,805 (-53.0%) | 0.92% | $157,662,764 | 2025-02-07 | |
| Q3 2024 | Reduced | 1,399,528 | -449,825 (-24.3%) | 1.66% | $295,104,487 | 2024-11-08 | |
| Q2 2024 | Reduced | 1,849,353 | -1,378,316 (-42.7%) | 2.17% | $374,050,139 | 2024-08-07 | |
| Q1 2024 | Reduced | 3,227,669 | -765,565 (-19.2%) | 3.62% | $646,502,091 | 2024-05-13 | |
| Q4 2023 | Reduced | 3,993,234 | -143,951 (-3.5%) | 3.84% | $679,249,671 | 2024-02-12 | |
| Q3 2023 | Reduced | 4,137,185 | -68,902 (-1.6%) | 3.76% | $599,974,917 | 2023-11-09 | |
| Q2 2023 | Added | 4,206,087 | +12,793 (0.3%) | 3.73% | $611,733,393 | 2023-08-09 | |
| Q1 2023 | Reduced | 4,193,294 | -80,885 (-1.9%) | 3.61% | $546,428,232 | 2023-05-08 | |
| Q4 2022 | Reduced | 4,274,179 | -168,160 (-3.8%) | 3.9% | $573,167,394 | 2023-02-10 | |
| Q3 2022 | Reduced | 4,442,339 | -61,447 (-1.4%) | 3.3% | $464,224,000 | 2022-11-10 | |
| Q2 2022 | Reduced | 4,503,786 | -143,351 (-3.1%) | 3.25% | $507,171,000 | 2022-08-11 | |
| Q1 2022 | Reduced | 4,647,137 | -221,928 (-4.6%) | 3.2% | $633,498,000 | 2022-05-12 | |
| Q4 2021 | Reduced | 4,869,065 | -111,582 (-2.2%) | 3.58% | $771,016,000 | 2022-02-11 | |
| Q3 2021 | Reduced | 4,980,647 | -724,732 (-12.7%) | 3.77% | $815,282,000 | 2021-11-12 | |
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Who else reported the position
3535 managers reported JP MORGAN CHASE & CO for 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 |
Filing details and methodology As reported
- Report period
- December 31, 2021
- Filed
- February 11, 2022
- Filing type
- 13F-HR
- Position type
- Common
Voting authority reported
- Sole
- 4,772,767
- Shared
- 0
- None
- 96,298
“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.