Holdings in JPM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,589,097,528 |
4,931,716 |
-2.9%
|
Shares |
Sole |
2026-02-10 |
| 2025-09-30 |
$1,602,379,668 |
5,079,985 |
-0.7%
|
Shares |
Sole |
2025-11-10 |
| 2025-06-30 |
$1,482,381,727 |
5,113,248 |
+0.9%
|
Shares |
Sole |
2025-07-28 |
| 2025-03-31 |
$1,243,218,175 |
5,068,154 |
+2.2%
|
Shares |
Sole |
2025-05-07 |
| 2024-12-31 |
$1,188,836,710 |
4,959,479 |
+3.0%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$1,015,632,914 |
4,816,622 |
+2.4%
|
Shares |
Sole |
2024-11-01 |
| 2024-06-30 |
$951,194,799 |
4,702,832 |
-1.1%
|
Shares |
Sole |
2024-08-02 |
| 2024-03-31 |
$951,992,849 |
4,752,835 |
+6.2%
|
Shares |
Sole |
2024-05-08 |
| 2023-12-31 |
$761,295,137 |
4,475,574 |
+20.3%
|
Shares |
Sole |
2024-02-12 |
| 2023-09-30 |
$539,380,716 |
3,719,354 |
-0.0%
|
Shares |
Sole |
2023-10-27 |
| 2023-06-30 |
$541,188,493 |
3,721,043 |
-1.6%
|
Shares |
Sole |
2023-08-09 |
| 2023-03-31 |
$492,658,716 |
3,780,667 |
+9.8%
|
Shares |
Sole |
2023-05-10 |
| 2022-12-31 |
$461,872,315 |
3,444,238 |
+8.5%
|
Shares |
Sole |
2023-02-07 |
| 2022-09-30 |
$331,866,397 |
3,175,755 |
-0.2%
|
Shares |
Sole |
2022-11-07 |
| 2022-06-30 |
$358,221,305 |
3,181,079 |
-12.7%
|
Shares |
Sole |
2022-08-04 |
| 2022-03-31 |
$496,512,337 |
3,642,256 |
-5.2%
|
Shares |
Sole |
2022-05-10 |
| 2021-12-31 |
$608,278,564 |
3,841,355 |
-3.0%
|
Shares |
Sole |
2022-02-10 |
| 2021-09-30 |
$648,047,399 |
3,958,992 |
-7.5%
|
Shares |
Sole |
2021-11-09 |
| 2021-06-30 |
$665,780,726 |
4,280,447 |
-14.3%
|
Shares |
Sole |
2021-08-11 |
| 2021-03-31 |
$760,489,168 |
4,995,659 |
+4.7%
|
Shares |
Sole |
2021-05-14 |
| 2020-12-31 |
$606,113,733 |
4,769,920 |
+12.3%
|
Shares |
Sole |
2021-02-16 |
| 2020-09-30 |
$408,908,365 |
4,247,516 |
+9.7%
|
Shares |
Sole |
2020-11-10 |
| 2020-06-30 |
$364,126,011 |
3,871,210 |
+9.8%
|
Shares |
Sole |
2020-08-13 |
| 2020-03-31 |
$317,446,679 |
3,526,010 |
—
|
Shares |
Sole |
2020-05-15 |
