Reported 8,375 shares, up 190 (2.3%) from the prior quarter.
Reported value -0.6%; share count 2.3% 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 | 1382000 |
| 2022-03-31 | 1174000 |
| 2022-06-30 | 958000 |
| 2022-09-30 | 871000 |
| 2022-12-31 | 1097664 |
| 2023-03-31 | 1091334 |
| 2023-06-30 | 1722289 |
| 2023-09-30 | 1633495 |
| 2023-12-31 | 1646802 |
| 2024-03-31 | 1778891 |
| 2024-06-30 | 1914764 |
| 2024-09-30 | 1971308 |
| 2024-12-31 | 2025076 |
| 2025-03-31 | 1370676 |
| 2025-06-30 | 1596234 |
| 2025-09-30 | 1679230 |
| 2025-12-31 | 1664130 |
| 2026-03-31 | 1503116 |
| 2026-06-30 | 1592829 |
| 2026-09-30 | 1358819 |
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 | 4,107 | -759 (-15.6%) | 0.45% | $1,358,819 | 2026-10-21 | |
| Q2 2026 | Reduced | 4,866 | -244 (-4.8%) | 0.54% | $1,592,829 | 2026-07-24 | |
| Q1 2026 | Reduced | 5,110 | -55 (-1.1%) | 0.54% | $1,503,116 | 2026-04-21 | |
| Q4 2025 | Reduced | 5,165 | -159 (-3.0%) | 0.6% | $1,664,130 | 2026-01-16 | |
| Q3 2025 | Reduced | 5,324 | -182 (-3.3%) | 0.58% | $1,679,230 | 2025-11-03 | |
| Q2 2025 | Reduced | 5,506 | -82 (-1.5%) | 0.59% | $1,596,234 | 2025-07-15 | |
| Q1 2025 | Reduced | 5,588 | -2,860 (-33.9%) | 0.53% | $1,370,676 | 2025-04-25 | |
| Q4 2024 | Reduced | 8,448 | -901 (-9.6%) | 0.72% | $2,025,076 | 2025-01-29 | |
| Q3 2024 | Reduced | 9,349 | -118 (-1.2%) | 0.83% | $1,971,308 | 2024-10-21 | |
| Q2 2024 | Added | 9,467 | +586 (6.6%) | 0.85% | $1,914,764 | 2024-07-22 | |
| Q1 2024 | Reduced | 8,881 | -800 (-8.3%) | 1.25% | $1,778,891 | 2024-04-22 | |
| Q4 2023 | Reduced | 9,681 | -1,583 (-14.1%) | 1.25% | $1,646,802 | 2024-01-29 | |
| Q3 2023 | Reduced | 11,264 | -578 (-4.9%) | 1.19% | $1,633,495 | 2023-10-16 | |
| Q2 2023 | Added | 11,842 | +3,467 (41.4%) | 1.26% | $1,722,289 | 2023-07-17 | |
| Q1 2023 | Added | 8,375 | +190 (2.3%) | 1.02% | $1,091,334 | 2023-04-18 | |
| Q4 2022 | Reduced | 8,185 | -150 (-1.8%) | 0.96% | $1,097,664 | 2023-01-27 | |
| Q3 2022 | Reduced | 8,335 | -174 (-2.0%) | 0.79% | $871,000 | 2022-11-10 | |
| Q2 2022 | Reduced | 8,509 | -100 (-1.2%) | 0.8% | $958,000 | 2022-07-27 | |
| Q1 2022 | Reduced | 8,609 | -90 (-1.0%) | 0.8% | $1,174,000 | 2022-05-13 | |
| Q4 2021 | Unchanged | 8,699 | 0 (0.0%) | 0.93% | $1,382,000 | 2022-02-08 | |
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Who else reported the position
3753 managers reported JP MORGAN CHASE & CO for Q1 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 275,373,550 | +750,907 | 0.91% | $35,883,927,300 | 40 qtrs |
| BlackRock Inc | Reduced | 193,849,295 | -1,077,696 | 0.75% | $25,260,501,566 | 40 qtrs |
| STATE STREET CORPORATION | Reduced | 123,859,046 | -5,878,759 | 0.91% | $16,140,032,556 | 40 qtrs |
| Bank of America Corporation | Added | 61,813,580 | +6,250,107 | 0.83% | $8,054,927,541 | 40 qtrs |
| MORGAN STANLEY | Added | 60,416,224 | +1,366,968 | 0.84% | $7,872,838,640 | 40 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 52,310,456 | +1,061,831 | 0.88% | $6,801,125,151 | 40 qtrs |
| FMR LLC | Reduced | 42,256,822 | -2,551,870 | 0.5% | $5,506,486,479 | 40 qtrs |
| Capital International Investors | Reduced | 41,036,283 | -1,664,109 | 1.38% | $5,346,663,530 | 40 qtrs |
| Capital World Investors | Reduced | 40,540,298 | -12,527,638 | 1.09% | $5,282,643,941 | 40 qtrs |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 37,235,090 | -2,835,036 | 0.96% | $4,852,104,577 | 40 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2023
- Filed
- April 18, 2023
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 8,375
“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.