Reported 240,154 shares, down 1,220 (0.5%) from the prior quarter.
Reported value -3.8%; share count -0.5% 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 | 39511000 |
| 2021-12-31 | 38028000 |
| 2022-03-31 | 31484000 |
| 2022-06-30 | 26094000 |
| 2022-09-30 | 24943000 |
| 2022-12-31 | 27404006 |
| 2023-03-31 | 26208468 |
| 2023-06-30 | 26820736 |
| 2023-09-30 | 26504870 |
| 2023-12-31 | 30950886 |
| 2024-03-31 | 35512789 |
| 2024-06-30 | 35470741 |
| 2024-09-30 | 37250738 |
| 2024-12-31 | 41774262 |
| 2025-03-31 | 43346472 |
| 2025-06-30 | 47157631 |
| 2025-09-30 | 51011339 |
| 2025-12-31 | 51759487 |
| 2026-03-31 | 57084102 |
| 2026-06-30 | 61262100 |
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 | 187,157 | -6,901 (-3.6%) | 2.63% | $61,262,100 | 2026-08-13 | |
| Q1 2026 | Added | 194,058 | +33,424 (20.8%) | 2.56% | $57,084,102 | 2026-05-11 | |
| Q4 2025 | Reduced | 160,634 | -1,086 (-0.7%) | 2.03% | $51,759,487 | 2026-02-10 | |
| Q3 2025 | Reduced | 161,720 | -943 (-0.6%) | 1.97% | $51,011,339 | 2025-11-13 | |
| Q2 2025 | Reduced | 162,663 | -14,045 (-7.9%) | 1.93% | $47,157,631 | 2025-08-07 | |
| Q1 2025 | Added | 176,708 | +2,438 (1.4%) | 1.91% | $43,346,472 | 2025-05-12 | |
| Q4 2024 | Reduced | 174,270 | -2,391 (-1.4%) | 1.73% | $41,774,262 | 2025-02-07 | |
| Q3 2024 | Added | 176,661 | +1,289 (0.7%) | 1.57% | $37,250,738 | 2024-11-08 | |
| Q2 2024 | Reduced | 175,372 | -1,926 (-1.1%) | 1.61% | $35,470,741 | 2024-08-08 | |
| Q1 2024 | Reduced | 177,298 | -4,659 (-2.6%) | 1.64% | $35,512,789 | 2024-05-09 | |
| Q4 2023 | Reduced | 181,957 | -810 (-0.4%) | 1.5% | $30,950,886 | 2024-02-09 | |
| Q3 2023 | Reduced | 182,767 | -1,644 (-0.9%) | 1.43% | $26,504,870 | 2023-11-13 | |
| Q2 2023 | Reduced | 184,411 | -16,713 (-8.3%) | 1.41% | $26,820,736 | 2023-08-10 | |
| Q1 2023 | Reduced | 201,124 | -3,231 (-1.6%) | 1.47% | $26,208,468 | 2023-05-10 | |
| Q4 2022 | Reduced | 204,355 | -34,337 (-14.4%) | 1.65% | $27,404,006 | 2023-02-10 | |
| Q3 2022 | Added | 238,692 | +6,975 (3.0%) | 1.62% | $24,943,000 | 2022-11-10 | |
| Q2 2022 | Added | 231,717 | +762 (0.3%) | 1.58% | $26,094,000 | 2022-08-05 | |
| Q1 2022 | Reduced | 230,955 | -9,199 (-3.8%) | 1.68% | $31,484,000 | 2022-05-12 | |
| Q4 2021 | Reduced | 240,154 | -1,220 (-0.5%) | 1.78% | $38,028,000 | 2022-02-10 | |
| Q3 2021 | Reduced | 241,374 | -114,093 (-32.1%) | 2.01% | $39,511,000 | 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 10, 2022
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 240,154
- 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.