Form 13-F position report

JP MORGAN CHASE & CO

Reported by Elk River Wealth Management LLC

JPM CUSIP 46625H100 Manager CIK 0001844107

Reported 44,927 shares, up 392 (0.9%) from the prior quarter.

Reported value 5.2%; share count 0.9% vs. the prior quarter.

Added
% of reported 13F value 1.72% This manager · Q3 2024
Shares 44,927 Quarter-end amount reported
Reported value $9,473,390 Fair value at quarter end
Consecutive quarters held 16 Through Q3 2024

Reported position value by 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.

Reported position value by 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.

20 quarters
Quarterly reported position history for JP MORGAN CHASE & CO held by Elk River Wealth Management LLC.
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
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

4318 managers reported JP MORGAN CHASE & CO for Q3 2024.

Managers reporting JP MORGAN CHASE & CO in Q3 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 272,150,400 +786,963 1.03% $57,385,633,344 46 qtrs
BlackRock Inc New 202,423,747 +202,423,747 0.9% $42,683,071,305 1 qtr
STATE STREET CORPORATION Added 126,079,362 +191,765 1.08% $26,585,094,271 46 qtrs
MORGAN STANLEY Added 69,216,888 +1,007,990 1.06% $14,595,073,430 46 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 58,344,186 +505,830 0.99% $12,258,345,557 46 qtrs
Bank of America Corporation Reduced 50,049,940 -1,373,157 0.85% $10,553,530,289 46 qtrs
FMR LLC Reduced 48,329,287 -4,775,979 0.62% $10,190,713,554 46 qtrs
NORGES BANK Reduced 35,827,855 -1,227,470 1.06% $7,554,661,505 46 qtrs
Capital World Investors Reduced 34,364,675 -2,359,400 1.12% $7,246,088,677 46 qtrs
Capital International Investors Reduced 33,771,923 -1,909,457 1.37% $7,120,952,690 46 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2024
Filed
October 11, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
44,927

“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.