Form 13-F position report

JP MORGAN CHASE & CO

Reported by Massachusetts Wealth Management

Company profile Manager portfolio Source filing
JPM CUSIP 46625H100 Manager CIK 0001966011
Latest reported change

Reported 21,494 shares, down 200 (0.9%) from the prior quarter.

Reported value 12.6%; share count -0.9% vs. the prior quarter.

Reduced
% of reported 13F value 3.18% This manager · Q4 2024
Shares 21,494 Quarter-end amount reported
Reported value $5,152,327 Fair value at quarter end
Consecutive quarters held 9 Through Q4 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.

Manager history

Quarterly position history

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

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 17,632 -2,773 (-13.6%) 2.35% $5,833,195 2026-10-21
Q2 2026 Reduced 20,405 -40 (-0.2%) 2.54% $6,679,169 2026-08-03
Q1 2026 Added 20,445 +505 (2.5%) 2.61% $6,014,101 2026-04-15
Q4 2025 Reduced 19,940 -439 (-2.2%) 2.99% $6,425,067 2026-01-26
Q3 2025 Unchanged 20,379 0 (0.0%) 3.19% $6,428,148 2025-10-21
Q2 2025 Reduced 20,379 -445 (-2.1%) 3.33% $5,908,076 2025-07-23
Q1 2025 Reduced 20,824 -670 (-3.1%) 3.5% $5,108,127 2025-04-17
Q4 2024 Reduced 21,494 -200 (-0.9%) 3.18% $5,152,327 2025-01-27
Q3 2024 Reduced 21,694 -240 (-1.1%) 2.88% $4,574,397 2024-10-23
Q2 2024 Added 21,934 +75 (0.3%) 2.98% $4,436,371 2024-08-01
Q1 2024 Added 21,859 +140 (0.6%) 3.09% $4,378,358 2024-04-19
Q4 2023 Added 21,719 +509 (2.4%) 2.98% $3,694,402 2024-01-25
Q3 2023 Reduced 21,210 -200 (-0.9%) 2.82% $3,075,874 2023-10-25
Q2 2023 Added 21,410 +485 (2.3%) 2.98% $3,113,870 2023-08-03
Q1 2023 Reduced 20,925 -1,150 (-5.2%) 2.81% $2,726,737 2023-04-27
Q4 2022 New 22,075 +22,075 (0.0%) 2.98% $3,089,617 2023-02-17
Institutional context

Who else reported the position

4774 managers reported JP MORGAN CHASE & CO for Q4 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 272,384,047 +233,647 1.14% $65,293,179,907 47 qtrs
BlackRock Inc Added 206,688,240 +4,264,493 1.0% $49,545,237,983 2 qtrs
STATE STREET CORPORATION Added 127,285,458 +1,206,096 1.2% $30,511,296,980 47 qtrs
MORGAN STANLEY Reduced 68,844,649 -372,239 1.16% $16,502,751,434 47 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 59,220,603 +876,417 1.1% $14,161,171,386 47 qtrs
Bank of America Corporation Reduced 49,393,655 -656,285 0.99% $11,840,153,195 47 qtrs
FMR LLC Reduced 48,208,266 -121,021 0.69% $11,556,003,389 47 qtrs
NORGES BANK Reduced 34,670,579 -1,157,276 1.09% $8,310,884,492 47 qtrs
NORTHERN TRUST CORPORATION Added 33,845,676 +4,515,147 1.15% $8,113,147,067 47 qtrs
Capital International Investors Reduced 32,833,483 -938,440 1.48% $7,870,298,991 47 qtrs
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Filing details and methodology As reported
Report period
December 31, 2024
Filed
January 27, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
21,494

“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.