Reported 69,075 shares, up 14,628 (26.9%) from the prior quarter.
Reported value 41.6%; share count 26.9% 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 | 4633000 |
| 2022-03-31 | 4847000 |
| 2022-06-30 | 4191000 |
| 2022-09-30 | 4054000 |
| 2022-12-31 | 6609132 |
| 2023-03-31 | 7094961 |
| 2023-06-30 | 10046284 |
| 2023-09-30 | 11979420 |
| 2023-12-31 | 15763338 |
| 2024-03-31 | 18528024 |
| 2024-06-30 | 18485188 |
| 2024-09-30 | 18786804 |
| 2024-12-31 | 21557850 |
| 2025-03-31 | 22198918 |
| 2025-06-30 | 16452718 |
| 2025-09-30 | 15999200 |
| 2025-12-31 | 19362954 |
| 2026-03-31 | 17374869 |
| 2026-06-30 | 18861584 |
| 2026-09-30 | 18063098 |
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 | Reduced | 54,599 | -3,024 (-5.2%) | 0.76% | $18,063,098 | 2026-10-21 | |
| Q2 2026 | Reduced | 57,623 | -1,443 (-2.4%) | 0.81% | $18,861,584 | 2026-07-09 | |
| Q1 2026 | Reduced | 59,066 | -1,026 (-1.7%) | 0.85% | $17,374,869 | 2026-05-04 | |
| Q4 2025 | Added | 60,092 | +9,370 (18.5%) | 0.96% | $19,362,954 | 2026-01-07 | |
| Q3 2025 | Reduced | 50,722 | -6,030 (-10.6%) | 0.95% | $15,999,200 | 2025-10-28 | |
| Q2 2025 | Reduced | 56,752 | -33,745 (-37.3%) | 1.54% | $16,452,718 | 2025-07-09 | |
| Q1 2025 | Added | 90,497 | +564 (0.6%) | 1.34% | $22,198,918 | 2025-04-11 | |
| Q4 2024 | Added | 89,933 | +833 (0.9%) | 1.37% | $21,557,850 | 2025-01-15 | |
| Q3 2024 | Reduced | 89,100 | -2,293 (-2.5%) | 1.28% | $18,786,804 | 2024-10-11 | |
| Q2 2024 | Reduced | 91,393 | -1,108 (-1.2%) | 1.37% | $18,485,188 | 2024-08-02 | |
| Q1 2024 | Reduced | 92,501 | -170 (-0.2%) | 1.44% | $18,528,024 | 2024-04-15 | |
| Q4 2023 | Added | 92,671 | +10,066 (12.2%) | 1.34% | $15,763,338 | 2024-01-18 | |
| Q3 2023 | Added | 82,605 | +13,530 (19.6%) | 1.23% | $11,979,420 | 2023-10-10 | |
| Q2 2023 | Added | 69,075 | +14,628 (26.9%) | 1.26% | $10,046,284 | 2023-07-17 | |
| Q1 2023 | Added | 54,447 | +5,162 (10.5%) | 1.18% | $7,094,961 | 2023-04-10 | |
| Q4 2022 | Added | 49,285 | +10,493 (27.0%) | 1.21% | $6,609,132 | 2023-01-19 | |
| Q3 2022 | Added | 38,792 | +1,572 (4.2%) | 0.99% | $4,054,000 | 2022-10-17 | |
| Q2 2022 | Added | 37,220 | +1,663 (4.7%) | 0.92% | $4,191,000 | 2022-07-11 | |
| Q1 2022 | Added | 35,557 | +6,298 (21.5%) | 1.0% | $4,847,000 | 2022-04-18 | |
| Q4 2021 | Added | 29,259 | +2,404 (9.0%) | 0.99% | $4,633,000 | 2022-01-18 | |
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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 17, 2023
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 69,075
- 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.