Reported 23,020 shares, up 90 (0.4%) from the prior quarter.
Reported value 12.0%; share count 0.4% 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 |
|---|---|
| 2021-12-31 | 3809000 |
| 2022-03-31 | 3258000 |
| 2022-06-30 | 2682000 |
| 2022-09-30 | 2453000 |
| 2022-12-31 | 3041388 |
| 2023-03-31 | 2988008 |
| 2023-06-30 | 3348029 |
| 2023-09-30 | 3698735 |
| 2023-12-31 | 4280138 |
| 2024-03-31 | 4742703 |
| 2024-06-30 | 4733289 |
| 2024-09-30 | 4925900 |
| 2024-12-31 | 5463950 |
| 2025-03-31 | 5334947 |
| 2025-06-30 | 6416868 |
| 2025-09-30 | 6902870 |
| 2025-12-31 | 6986696 |
| 2026-03-31 | 6000276 |
| 2026-06-30 | 6564930 |
| 2026-09-30 | 6336387 |
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 | 19,153 | -903 (-4.5%) | 2.41% | $6,336,387 | 2026-10-26 | |
| Q2 2026 | Reduced | 20,056 | -342 (-1.7%) | 2.38% | $6,564,930 | 2026-07-20 | |
| Q1 2026 | Reduced | 20,398 | -1,285 (-5.9%) | 2.67% | $6,000,276 | 2026-04-24 | |
| Q4 2025 | Reduced | 21,683 | -201 (-0.9%) | 2.92% | $6,986,696 | 2026-02-06 | |
| Q3 2025 | Reduced | 21,884 | -250 (-1.1%) | 2.94% | $6,902,870 | 2025-10-23 | |
| Q2 2025 | Reduced | 22,134 | -750 (-3.3%) | 2.95% | $6,416,868 | 2025-07-17 | |
| Q1 2025 | Added | 22,884 | +90 (0.4%) | 2.84% | $5,334,947 | 2025-04-17 | |
| Q4 2024 | Reduced | 22,794 | -567 (-2.4%) | 2.59% | $5,463,950 | 2025-01-30 | |
| Q3 2024 | Reduced | 23,361 | -41 (-0.2%) | 2.41% | $4,925,900 | 2024-10-25 | |
| Q2 2024 | Reduced | 23,402 | -276 (-1.2%) | 2.38% | $4,733,289 | 2024-07-25 | |
| Q1 2024 | Reduced | 23,678 | -1,483 (-5.9%) | 2.45% | $4,742,703 | 2024-04-16 | |
| Q4 2023 | Reduced | 25,161 | -344 (-1.3%) | 2.49% | $4,280,138 | 2024-02-02 | |
| Q3 2023 | Added | 25,505 | +2,485 (10.8%) | 2.54% | $3,698,735 | 2023-10-24 | |
| Q2 2023 | Added | 23,020 | +90 (0.4%) | 2.14% | $3,348,029 | 2023-07-18 | |
| Q1 2023 | Added | 22,930 | +285 (1.3%) | 2.11% | $2,988,008 | 2023-04-11 | |
| Q4 2022 | Reduced | 22,645 | -825 (-3.5%) | 2.39% | $3,041,388 | 2023-01-30 | |
| Q3 2022 | Reduced | 23,470 | -350 (-1.5%) | 1.97% | $2,453,000 | 2022-11-03 | |
| Q2 2022 | Reduced | 23,820 | -80 (-0.3%) | 2.07% | $2,682,000 | 2022-07-25 | |
| Q1 2022 | Reduced | 23,900 | -155 (-0.6%) | 1.86% | $3,258,000 | 2022-05-10 | |
| Q4 2021 | Reduced | 24,055 | -270 (-1.1%) | 1.93% | $3,809,000 | 2022-01-28 | |
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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 18, 2023
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 23,020
“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.