Form 13-F position report

JPMORGAN CHASE & CO

Reported by Herold Advisors Inc

JPM CUSIP 46625H100 Manager CIK 0001891713

Reported 28,902 shares, up 85 (0.3%) from the prior quarter.

Reported value -8.4%; share count 0.3% vs. the prior quarter.

Added
% of reported 13F value 1.87% This manager · Q1 2026
Shares 28,902 Quarter-end amount reported
Reported value $8,501,670 Fair value at quarter end
Consecutive quarters held 19 Through Q1 2026

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
2021-12-31 4207000
2022-03-31 3816093
2022-06-30 3271000
2022-09-30 3107000
2022-12-31 3995021
2023-03-31 4213248
2023-06-30 4791928
2023-09-30 5118456
2023-12-31 5948894
2024-03-31 5911608
2024-06-30 6467975
2024-09-30 6627721
2024-12-31 7248686
2025-03-31 7456918
2025-06-30 8240723
2025-09-30 9152653
2025-12-31 9285081
2026-03-31 8501670
2026-06-30 9559000
2026-09-30 9516295

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for JPMORGAN CHASE & CO held by Herold Advisors Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 28,766 -445 (-1.5%) 1.86% $9,516,295 2026-10-19
Q2 2026 Added 29,211 +309 (1.1%) 1.89% $9,559,000 2026-07-22
Q1 2026 Added 28,902 +85 (0.3%) 1.87% $8,501,670 2026-05-15
Q4 2025 Reduced 28,817 -196 (-0.7%) 2.07% $9,285,081 2026-02-17
Q3 2025 Added 29,013 +588 (2.1%) 2.12% $9,152,653 2025-11-13
Q2 2025 Reduced 28,425 -1,971 (-6.5%) 1.73% $8,240,723 2025-08-14
Q1 2025 Added 30,396 +160 (0.5%) 1.64% $7,456,918 2025-05-13
Q4 2024 Reduced 30,236 -1,191 (-3.8%) 1.58% $7,248,686 2025-02-14
Q3 2024 Reduced 31,427 -547 (-1.7%) 1.44% $6,627,721 2024-11-14
Q2 2024 Added 31,974 +2,464 (8.3%) 1.5% $6,467,975 2024-07-24
Q1 2024 Reduced 29,510 -5,459 (-15.6%) 1.43% $5,911,608 2024-05-10
Q4 2023 Reduced 34,969 -327 (-0.9%) 1.65% $5,948,894 2024-02-02
Q3 2023 Added 35,296 +2,348 (7.1%) 1.56% $5,118,456 2023-11-08
Q2 2023 Added 32,948 +615 (1.9%) 1.47% $4,791,928 2023-07-17
Q1 2023 Added 32,333 +2,542 (8.5%) 1.46% $4,213,248 2023-04-19
Q4 2022 Added 29,791 +59 (0.2%) 1.69% $3,995,021 2023-02-14
Q3 2022 Added 29,732 +679 (2.3%) 1.49% $3,107,000 2022-11-08
Q2 2022 Added 29,053 +1,060 (3.8%) 1.46% $3,271,000 2022-07-15
Q1 2022 Added 27,993 +1,425 (5.4%) 1.36% $3,816,093 2022-05-09
Q4 2021 Added 26,568 +303 (1.2%) 1.63% $4,207,000 2022-01-20
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

5297 managers reported JPMORGAN CHASE & CO for Q1 2026.

Managers reporting JPMORGAN CHASE & CO in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 208,220,293 -3,376,439 1.07% $61,250,081,514 7 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 165,278,733 +165,278,733 1.2% $48,618,392,099 1 qtr
STATE STREET CORPORATION Reduced 124,276,661 -1,065,474 1.26% $36,557,222,600 52 qtrs
MORGAN STANLEY Added 68,544,442 +2,159,174 1.21% $20,163,033,832 52 qtrs
Bank of America Corporation Added 65,660,460 +8,941,351 1.41% $19,314,681,112 52 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 65,580,826 +65,580,826 1.01% $19,291,255,776 1 qtr
GEODE CAPITAL MANAGEMENT LLC Added 62,550,814 +1,282,126 1.14% $18,341,199,479 52 qtrs
FMR LLC Reduced 31,433,969 -4,266,750 0.49% $9,246,616,475 52 qtrs
NORTHERN TRUST CORPORATION Reduced 31,221,042 -451,720 1.21% $9,183,981,714 52 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 27,487,323 -455,026 0.93% $8,085,672,000 52 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
28,902
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.