First reported at 27,490 shares this 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 | 4353000 |
| 2022-03-31 | 3747000 |
| 2022-06-30 | 3094000 |
| 2022-09-30 | 2912000 |
| 2024-12-31 | 5513330 |
| 2025-03-31 | 5641900 |
| 2025-06-30 | 6667930 |
| 2025-09-30 | 7254890 |
| 2025-12-31 | 7411060 |
| 2026-03-31 | 6765680 |
| 2026-06-30 | 7528590 |
| 2026-09-30 | 7614383 |
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 | Added | 23,016 | +16 (0.1%) | 5.28% | $7,614,383 | 2026-10-26 | |
| Q2 2026 | Unchanged | 23,000 | 0 (0.0%) | 5.18% | $7,528,590 | 2026-08-11 | |
| Q1 2026 | Unchanged | 23,000 | 0 (0.0%) | 5.02% | $6,765,680 | 2026-05-08 | |
| Q4 2025 | Unchanged | 23,000 | 0 (0.0%) | 5.3% | $7,411,060 | 2026-02-03 | |
| Q3 2025 | Unchanged | 23,000 | 0 (0.0%) | 5.31% | $7,254,890 | 2025-11-13 | |
| Q2 2025 | Unchanged | 23,000 | 0 (0.0%) | 5.08% | $6,667,930 | 2025-07-11 | |
| Q1 2025 | Unchanged | 23,000 | 0 (0.0%) | 4.51% | $5,641,900 | 2025-05-13 | |
| Q4 2024 | Reduced | 23,000 | -4,477 (-16.3%) | 4.39% | $5,513,330 | 2025-02-11 | |
| Q3 2022 | Unchanged | 27,477 | 0 (0.0%) | 3.6% | $2,912,000 | 2022-10-11 | |
| Q2 2022 | Reduced | 27,477 | -13 (0.0%) | 3.69% | $3,094,000 | 2022-07-25 | |
| Q1 2022 | Unchanged | 27,490 | 0 (0.0%) | 4.0% | $3,747,000 | 2022-04-11 | |
| Q4 2021 | New | 27,490 | +27,490 (0.0%) | 4.73% | $4,353,000 | 2022-02-09 |
Who else reported the position
3535 managers reported JP MORGAN CHASE & CO for Q4 2021.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Reduced | 260,062,354 | -532,155 | 0.93% | $41,180,874,000 | 35 qtrs |
| BlackRock Inc | Reduced | 192,249,551 | -41,763 | 0.77% | $30,442,719,000 | 35 qtrs |
| STATE STREET CORPORATION | Added | 141,720,090 | +2,277,065 | 1.06% | $22,441,376,000 | 35 qtrs |
| Capital World Investors | Reduced | 66,179,976 | -8,122,178 | 1.66% | $10,479,614,000 | 35 qtrs |
| Bank of America Corporation | Reduced | 50,798,782 | -1,100,198 | 0.78% | $8,043,988,000 | 35 qtrs |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 48,455,308 | -2,797,998 | 1.23% | $7,672,897,000 | 35 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 47,806,506 | +687,571 | 0.91% | $7,548,705,000 | 35 qtrs |
| FMR LLC | Added | 45,937,504 | +795,161 | 0.54% | $7,274,203,000 | 35 qtrs |
| MORGAN STANLEY | Added | 39,683,681 | +1,481,841 | 0.78% | $6,283,910,000 | 35 qtrs |
| Capital International Investors | Reduced | 37,122,333 | -1,695,231 | 1.24% | $5,878,376,000 | 35 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2021
- Filed
- February 09, 2022
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 27,490
“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.