Reported 12,524 shares, down 1,610 (11.4%) from the prior quarter.
Reported value 4.2%; share count -11.4% 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 |
|---|---|
| 2023-03-31 | 2127010 |
| 2023-06-30 | 2523114 |
| 2023-09-30 | 2049713 |
| 2023-12-31 | 2135512 |
| 2024-03-31 | 6787820 |
| 2025-09-30 | 734952 |
| 2025-12-31 | 372809 |
| 2026-03-31 | 330048 |
| 2026-06-30 | 367264 |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Unchanged | 1,122 | 0 (0.0%) | 1.49% | $367,264 | 2026-08-14 | |
| Q1 2026 | Reduced | 1,122 | -35 (-3.0%) | 1.51% | $330,048 | 2026-05-15 | |
| Q4 2025 | Reduced | 1,157 | -1,173 (-50.3%) | 1.74% | $372,809 | 2026-02-17 | |
| Q3 2025 | Reduced | 2,330 | -31,790 (-93.2%) | 2.35% | $734,952 | 2025-11-14 | |
| Q1 2024 | Added | 34,120 | +21,596 (172.4%) | 1.65% | $6,787,820 | 2024-05-10 | |
| Q4 2023 | Reduced | 12,524 | -1,610 (-11.4%) | 1.72% | $2,135,512 | 2024-01-30 | |
| Q3 2023 | Reduced | 14,134 | -2,846 (-16.8%) | 1.73% | $2,049,713 | 2023-11-15 | |
| Q2 2023 | Added | 16,980 | +1,031 (6.5%) | 1.59% | $2,523,114 | 2023-08-15 | |
| Q1 2023 | New | 15,949 | +15,949 (0.0%) | 1.4% | $2,127,010 | 2023-05-15 |
Who else reported the position
4099 managers reported JP MORGAN CHASE & CO for Q4 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 272,426,004 | +74,940 | 1.01% | $46,339,663,343 | 43 qtrs |
| BlackRock Inc | Added | 191,756,566 | +2,274,303 | 0.83% | $32,617,791,892 | 43 qtrs |
| STATE STREET CORPORATION | Added | 125,159,471 | +3,192,375 | 1.04% | $21,289,626,017 | 43 qtrs |
| MORGAN STANLEY | Added | 64,841,197 | +1,899,854 | 0.97% | $11,029,488,314 | 43 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 55,324,255 | +998,063 | 0.98% | $9,385,581,122 | 43 qtrs |
| FMR LLC | Added | 52,605,082 | +3,187,443 | 0.69% | $8,948,124,430 | 43 qtrs |
| Bank of America Corporation | Reduced | 51,065,459 | -1,910,155 | 0.88% | $8,686,234,657 | 43 qtrs |
| Capital International Investors | Added | 41,516,695 | +2,128,478 | 1.58% | $7,062,093,535 | 43 qtrs |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 39,616,318 | -2,805,393 | 1.26% | $6,738,735,692 | 43 qtrs |
| NORGES BANK | Added | 35,372,595 | +709,205 | 1.05% | $6,016,878,410 | 43 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2023
- Filed
- January 30, 2024
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 12,524
“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.