Reported 171,309 shares, down 155 (0.1%) from the prior quarter.
Reported value 11.5%; share count -0.1% 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 | 27743000 |
| 2022-03-31 | 23371000 |
| 2022-06-30 | 19306000 |
| 2022-09-30 | 17918000 |
| 2022-12-31 | 22993322 |
| 2023-03-31 | 22343474 |
| 2023-06-30 | 24915181 |
| 2023-09-30 | 24748243 |
| 2023-12-31 | 29050529 |
| 2024-03-31 | 34156758 |
| 2024-06-30 | 34478453 |
| 2024-09-30 | 35935394 |
| 2024-12-31 | 40852097 |
| 2025-03-31 | 41825420 |
| 2025-06-30 | 49642013 |
| 2025-09-30 | 54067769 |
| 2025-12-31 | 55318716 |
| 2026-03-31 | 50352307 |
| 2026-06-30 | 56074716 |
| 2026-09-30 | 56703813 |
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 | Added | 171,399 | +90 (0.1%) | 4.87% | $56,703,813 | 2026-10-23 | |
| Q2 2026 | Added | 171,309 | +136 (0.1%) | 4.72% | $56,074,716 | 2026-07-23 | |
| Q1 2026 | Reduced | 171,173 | -507 (-0.3%) | 4.81% | $50,352,307 | 2026-04-24 | |
| Q4 2025 | Added | 171,680 | +270 (0.2%) | 5.3% | $55,318,716 | 2026-02-11 | |
| Q3 2025 | Added | 171,410 | +178 (0.1%) | 5.26% | $54,067,769 | 2025-10-27 | |
| Q2 2025 | Added | 171,232 | +725 (0.4%) | 5.09% | $49,642,013 | 2025-07-16 | |
| Q1 2025 | Added | 170,507 | +84 (0.0%) | 4.89% | $41,825,420 | 2025-04-16 | |
| Q4 2024 | Unchanged | 170,423 | 0 (0.0%) | 4.57% | $40,852,097 | 2025-02-14 | |
| Q3 2024 | Reduced | 170,423 | -43 (0.0%) | 4.18% | $35,935,394 | 2024-10-16 | |
| Q2 2024 | Reduced | 170,466 | -62 (0.0%) | 4.23% | $34,478,453 | 2024-07-22 | |
| Q1 2024 | Reduced | 170,528 | -257 (-0.2%) | 4.2% | $34,156,758 | 2024-04-25 | |
| Q4 2023 | Added | 170,785 | +131 (0.1%) | 3.86% | $29,050,529 | 2024-01-26 | |
| Q3 2023 | Reduced | 170,654 | -655 (-0.4%) | 3.97% | $24,748,243 | 2023-10-05 | |
| Q2 2023 | Reduced | 171,309 | -155 (-0.1%) | 3.47% | $24,915,181 | 2023-07-13 | |
| Q1 2023 | Unchanged | 171,464 | 0 (0.0%) | 3.23% | $22,343,474 | 2023-04-13 | |
| Q4 2022 | Unchanged | 171,464 | 0 (0.0%) | 3.52% | $22,993,322 | 2023-01-24 | |
| Q3 2022 | Added | 171,464 | +24 (0.0%) | 2.84% | $17,918,000 | 2022-10-19 | |
| Q2 2022 | Unchanged | 171,440 | 0 (0.0%) | 2.92% | $19,306,000 | 2022-08-11 | |
| Q1 2022 | Reduced | 171,440 | -3,762 (-2.1%) | 3.0% | $23,371,000 | 2022-04-29 | |
| Q4 2021 | Reduced | 175,202 | -327 (-0.2%) | 3.35% | $27,743,000 | 2022-02-11 | |
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Who else reported the position
3771 managers reported JP MORGAN CHASE & CO for Q2 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Reduced | 273,451,539 | -1,922,011 | 0.94% | $39,770,791,831 | 41 qtrs |
| BlackRock Inc | Reduced | 192,272,356 | -1,576,939 | 0.77% | $27,964,091,515 | 41 qtrs |
| STATE STREET CORPORATION | Added | 126,243,947 | +2,384,901 | 0.96% | $18,360,919,652 | 41 qtrs |
| MORGAN STANLEY | Added | 62,739,902 | +2,323,678 | 0.9% | $9,124,891,691 | 41 qtrs |
| Bank of America Corporation | Reduced | 55,851,508 | -5,962,072 | 0.85% | $8,123,043,417 | 41 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 53,367,497 | +1,057,041 | 0.91% | $7,740,212,196 | 41 qtrs |
| FMR LLC | Added | 48,811,257 | +6,554,435 | 0.6% | $7,099,109,155 | 41 qtrs |
| Capital International Investors | Added | 41,082,210 | +45,927 | 1.44% | $5,973,994,460 | 41 qtrs |
| Capital World Investors | Reduced | 38,362,149 | -2,178,149 | 1.07% | $5,579,207,546 | 41 qtrs |
| WELLINGTON MANAGEMENT GROUP LLP | Added | 37,818,621 | +583,531 | 1.04% | $5,500,340,237 | 41 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2023
- Filed
- July 13, 2023
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 171,309
“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.