Holdings in JPM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$11,396,496,391 |
35,368,681 |
-0.4%
|
Shares |
Sole |
2026-02-10 |
| 2025-06-30 |
$10,295,208,833 |
35,511,741 |
+2.4%
|
Shares |
Sole |
2025-08-13 |
| 2024-12-31 |
$8,310,884,492 |
34,670,579 |
-3.2%
|
Shares |
Sole |
2025-02-12 |
| 2024-09-30 |
$7,554,661,505 |
35,827,855 |
-3.3%
|
Shares |
Sole |
2025-11-12 |
| 2024-06-30 |
$7,494,810,034 |
37,055,325 |
+0.9%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$7,359,182,440 |
36,740,801 |
+3.9%
|
Shares |
Sole |
2025-05-14 |
| 2023-12-31 |
$6,016,878,409 |
35,372,595 |
+2.0%
|
Shares |
Sole |
2024-02-09 |
| 2023-09-30 |
$5,026,884,817 |
34,663,390 |
-1.9%
|
Shares |
Sole |
2024-11-13 |
| 2023-06-30 |
$5,137,906,667 |
35,326,641 |
+5.2%
|
Shares |
Sole |
2024-08-14 |
| 2023-03-31 |
$4,374,735,133 |
33,571,753 |
+15.6%
|
Shares |
Sole |
2024-05-15 |
| 2022-12-31 |
$3,894,646,319 |
29,042,851 |
+6.0%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$2,864,136,522 |
27,408,005 |
+5.2%
|
Shares |
Sole |
2023-11-13 |
| 2022-06-30 |
$2,933,746,462 |
26,052,273 |
+0.0%
|
Shares |
Sole |
2023-08-14 |
| 2022-03-31 |
$3,551,406,186 |
26,051,982 |
-2.6%
|
Shares |
Sole |
2023-05-12 |
| 2021-09-30 |
$4,376,578,220 |
26,736,992 |
-5.9%
|
Shares |
Sole |
2022-11-14 |
| 2021-06-30 |
$4,417,202,391 |
28,399,141 |
+3.1%
|
Shares |
Sole |
2022-08-15 |
| 2021-03-31 |
$4,192,890,070 |
27,543,126 |
+3.7%
|
Shares |
Sole |
2022-05-09 |
| 2020-09-30 |
$2,557,264,294 |
26,563,460 |
+4.4%
|
Shares |
Sole |
2021-11-12 |
| 2020-06-30 |
$2,392,258,643 |
25,433,326 |
-6.1%
|
Shares |
Sole |
2021-08-13 |
| 2020-03-31 |
$2,439,534,357 |
27,096,905 |
—
|
Shares |
Sole |
2021-05-07 |
