Reported 49,126 shares, up 264 (0.5%) from the prior quarter.
Reported value 17.9%; 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 | 7432000 |
| 2021-12-31 | 7326000 |
| 2022-03-31 | 6570000 |
| 2022-06-30 | 5398000 |
| 2022-09-30 | 5094000 |
| 2022-12-31 | 6514631 |
| 2023-03-31 | 6536270 |
| 2023-06-30 | 7154687 |
| 2023-09-30 | 7086024 |
| 2023-12-31 | 8356399 |
| 2024-03-31 | 8868561 |
| 2024-06-30 | 9007728 |
| 2024-09-30 | 9473390 |
| 2024-12-31 | 10667668 |
| 2025-03-31 | 10871547 |
| 2025-06-30 | 12740498 |
| 2025-09-30 | 13807126 |
| 2025-12-31 | 13795976 |
| 2026-03-31 | 13125785 |
| 2026-06-30 | 13326251 |
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 | 40,712 | -3,909 (-8.8%) | 2.12% | $13,326,251 | 2026-08-12 | |
| Q1 2026 | Added | 44,621 | +1,764 (4.1%) | 2.18% | $13,125,785 | 2026-04-17 | |
| Q4 2025 | Reduced | 42,857 | -915 (-2.1%) | 2.22% | $13,795,976 | 2026-02-06 | |
| Q3 2025 | Reduced | 43,772 | -174 (-0.4%) | 2.21% | $13,807,126 | 2025-10-23 | |
| Q2 2025 | Reduced | 43,946 | -373 (-0.8%) | 2.19% | $12,740,498 | 2025-07-11 | |
| Q1 2025 | Reduced | 44,319 | -183 (-0.4%) | 2.04% | $10,871,547 | 2025-04-11 | |
| Q4 2024 | Reduced | 44,502 | -425 (-0.9%) | 1.93% | $10,667,668 | 2025-02-03 | |
| Q3 2024 | Added | 44,927 | +392 (0.9%) | 1.72% | $9,473,390 | 2024-10-11 | |
| Q2 2024 | Added | 44,535 | +259 (0.6%) | 1.76% | $9,007,728 | 2024-07-31 | |
| Q1 2024 | Reduced | 44,276 | -4,850 (-9.9%) | 1.8% | $8,868,561 | 2024-04-15 | |
| Q4 2023 | Added | 49,126 | +264 (0.5%) | 1.61% | $8,356,399 | 2024-01-18 | |
| Q3 2023 | Reduced | 48,862 | -331 (-0.7%) | 1.57% | $7,086,024 | 2023-10-10 | |
| Q2 2023 | Reduced | 49,193 | -966 (-1.9%) | 1.53% | $7,154,687 | 2023-07-17 | |
| Q1 2023 | Added | 50,159 | +1,579 (3.3%) | 1.48% | $6,536,270 | 2023-04-12 | |
| Q4 2022 | Reduced | 48,580 | -168 (-0.3%) | 1.58% | $6,514,631 | 2023-01-20 | |
| Q3 2022 | Added | 48,748 | +815 (1.7%) | 1.34% | $5,094,000 | 2022-10-17 | |
| Q2 2022 | Reduced | 47,933 | -261 (-0.5%) | 1.37% | $5,398,000 | 2022-07-12 | |
| Q1 2022 | Added | 48,194 | +1,928 (4.2%) | 1.44% | $6,570,000 | 2022-04-18 | |
| Q4 2021 | Added | 46,266 | +866 (1.9%) | 1.66% | $7,326,000 | 2022-01-19 | |
| Q3 2021 | Reduced | 45,400 | -208 (-0.5%) | 1.88% | $7,432,000 | 2021-11-15 | |
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Who else reported the position
4101 managers reported JP MORGAN CHASE & CO for Q4 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 272,426,004 | +74,940 | 1.01% | $46,339,663,343 | 43 qtrs |
| BlackRock Inc | Added | 191,756,566 | +2,274,303 | 0.83% | $32,617,791,892 | 43 qtrs |
| STATE STREET CORPORATION | Added | 125,159,471 | +3,192,375 | 1.04% | $21,289,626,017 | 43 qtrs |
| MORGAN STANLEY | Added | 64,841,197 | +1,899,854 | 0.97% | $11,029,488,314 | 43 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 55,324,255 | +998,063 | 0.98% | $9,385,581,122 | 43 qtrs |
| FMR LLC | Added | 52,605,082 | +3,187,443 | 0.69% | $8,948,124,430 | 43 qtrs |
| Bank of America Corporation | Reduced | 51,065,459 | -1,910,155 | 0.88% | $8,686,234,657 | 43 qtrs |
| Capital International Investors | Added | 41,516,695 | +2,128,478 | 1.58% | $7,062,093,535 | 43 qtrs |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 39,616,318 | -2,805,393 | 1.26% | $6,738,735,692 | 43 qtrs |
| NORGES BANK | Added | 35,372,595 | +709,205 | 1.05% | $6,016,878,410 | 43 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2023
- Filed
- January 18, 2024
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 49,126
“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.