Holdings in JPM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$882,111,727 |
2,737,607 |
-0.9%
|
Shares |
Sole |
2026-01-21 |
| 2025-09-30 |
$871,657,684 |
2,763,395 |
-0.3%
|
Shares |
Sole |
2025-11-13 |
| 2025-06-30 |
$803,942,173 |
2,773,075 |
-2.5%
|
Shares |
Sole |
2025-08-07 |
| 2025-03-31 |
$697,888,066 |
2,845,039 |
+0.3%
|
Shares |
Sole |
2025-05-13 |
| 2024-12-31 |
$679,954,674 |
2,836,572 |
+4.8%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$570,749,943 |
2,706,772 |
+3.1%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$530,908,228 |
2,624,880 |
+6.7%
|
Shares |
Sole |
2024-08-09 |
| 2024-03-31 |
$492,637,449 |
2,459,498 |
+1.0%
|
Shares |
Sole |
2024-05-14 |
| 2023-12-31 |
$414,052,317 |
2,434,170 |
+1.4%
|
Shares |
Sole |
2024-02-13 |
| 2023-09-30 |
$348,079,759 |
2,400,219 |
+97.4%
|
Shares |
Sole |
2023-11-13 |
| 2023-06-30 |
$176,873,074 |
1,216,124 |
+0.6%
|
Shares |
Sole |
2023-08-04 |
| 2023-03-31 |
$157,597,565 |
1,209,405 |
+5.9%
|
Shares |
Sole |
2023-05-12 |
| 2022-12-31 |
$153,096,203 |
1,141,657 |
+6.5%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$111,996,307 |
1,071,735 |
+7.0%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$112,760,897 |
1,001,340 |
+2.7%
|
Shares |
Sole |
2022-08-12 |
| 2022-03-31 |
$132,961,620 |
975,364 |
+23.4%
|
Shares |
Sole |
2022-05-11 |
| 2021-12-31 |
$125,141,313 |
790,283 |
+9.7%
|
Shares |
Sole |
2022-02-10 |
| 2021-09-30 |
$117,941,755 |
720,519 |
+8.2%
|
Shares |
Sole |
2021-11-04 |
| 2021-06-30 |
$103,544,844 |
665,712 |
+18.7%
|
Shares |
Sole |
2021-07-30 |
| 2021-03-31 |
$85,368,909 |
560,789 |
+27.6%
|
Shares |
Sole |
2021-05-14 |
| 2020-12-31 |
$55,856,541 |
439,573 |
+12.0%
|
Shares |
Sole |
2021-02-11 |
| 2020-09-30 |
$37,770,571 |
392,340 |
+7.9%
|
Shares |
Sole |
2020-11-13 |
| 2020-06-30 |
$34,212,725 |
363,733 |
+12.1%
|
Shares |
Sole |
2020-08-07 |
| 2020-03-31 |
$29,200,510 |
324,342 |
—
|
Shares |
Sole |
2020-05-04 |
