Holdings in JPM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,517,280,169 |
4,708,833 |
-3.4%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$1,538,093,457 |
4,876,180 |
-1.7%
|
Shares |
Sole |
2025-11-06 |
| 2025-06-30 |
$1,438,076,521 |
4,960,424 |
-3.0%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$1,254,416,366 |
5,113,805 |
-1.1%
|
Shares |
Sole |
2025-05-29 |
| 2024-12-31 |
$1,239,841,725 |
5,172,257 |
-2.5%
|
Shares |
Sole |
2025-05-29 |
| 2024-09-30 |
$1,118,119,731 |
5,302,664 |
-2.1%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$1,095,738,088 |
5,417,473 |
-1.6%
|
Shares |
Sole |
2024-08-01 |
| 2024-03-31 |
$1,102,878,840 |
5,506,135 |
-1.4%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$949,606,383 |
5,582,636 |
-1.4%
|
Shares |
Sole |
2024-02-08 |
| 2023-09-30 |
$820,889,335 |
5,660,525 |
-1.5%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$835,907,673 |
5,747,440 |
+2.5%
|
Shares |
Sole |
2023-08-08 |
| 2023-03-31 |
$730,450,229 |
5,605,481 |
+0.4%
|
Shares |
Sole |
2023-05-11 |
| 2022-12-31 |
$748,831,698 |
5,584,129 |
+4.2%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$559,801,275 |
5,356,950 |
+3.3%
|
Shares |
Sole |
2022-11-10 |
| 2022-06-30 |
$583,944,335 |
5,185,546 |
+4.0%
|
Shares |
Sole |
2022-08-11 |
| 2022-03-31 |
$679,814,480 |
4,986,902 |
+2.0%
|
Shares |
Sole |
2022-05-12 |
| 2021-12-31 |
$774,349,551 |
4,890,114 |
-0.1%
|
Shares |
Sole |
2022-02-10 |
| 2021-09-30 |
$801,009,321 |
4,893,453 |
-1.9%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$776,137,289 |
4,989,953 |
-5.6%
|
Shares |
Sole |
2021-08-05 |
| 2021-03-31 |
$805,049,021 |
5,288,373 |
-6.9%
|
Shares |
Sole |
2021-05-06 |
| 2020-12-31 |
$721,931,177 |
5,681,366 |
+0.3%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$545,177,202 |
5,663,002 |
-1.0%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$537,884,461 |
5,718,525 |
+1.7%
|
Shares |
Sole |
2020-08-13 |
| 2020-03-31 |
$506,300,450 |
5,623,686 |
—
|
Shares |
Sole |
2020-05-06 |
