Holdings in JPM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$5,845,416,219 |
18,141,072 |
-24.7%
|
Shares |
Defined |
2026-02-11 |
| 2025-09-30 |
$7,600,375,432 |
24,095,284 |
-0.7%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$7,032,441,960 |
24,257,328 |
-3.7%
|
Shares |
Defined |
2025-08-13 |
| 2025-03-31 |
$6,176,302,975 |
25,178,569 |
-12.8%
|
Shares |
Defined |
2025-05-12 |
| 2024-12-31 |
$6,921,370,239 |
28,873,932 |
-16.0%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$7,246,135,370 |
34,364,675 |
-6.4%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$7,427,811,409 |
36,724,075 |
+6.7%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$6,894,728,803 |
34,422,011 |
+0.4%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$5,829,530,949 |
34,271,199 |
-8.0%
|
Shares |
Defined |
2024-02-13 |
| 2023-09-30 |
$5,404,279,500 |
37,265,753 |
-2.9%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$5,579,390,950 |
38,362,149 |
-5.4%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$5,282,806,232 |
40,540,298 |
-23.6%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$7,116,410,217 |
53,067,936 |
+36.1%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$4,074,469,525 |
38,990,139 |
-0.7%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$4,421,601,583 |
39,264,733 |
-13.1%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$6,156,708,086 |
45,163,645 |
-31.8%
|
Shares |
Defined |
2022-05-19 |
| 2021-12-31 |
$10,479,599,199 |
66,179,976 |
-10.9%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$12,162,519,588 |
74,302,154 |
+3.9%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$11,126,991,434 |
71,537,813 |
-10.0%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$12,093,798,481 |
79,444,252 |
-1.7%
|
Shares |
Defined |
2021-05-14 |
| 2020-12-31 |
$10,271,286,787 |
80,831,721 |
+8.1%
|
Shares |
Defined |
2021-02-12 |
| 2020-09-30 |
$7,198,018,368 |
74,769,070 |
+2.6%
|
Shares |
Defined |
2020-11-13 |
| 2020-06-30 |
$6,851,873,784 |
72,845,777 |
-20.0%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$8,195,720,886 |
91,033,221 |
—
|
Shares |
Defined |
2020-05-15 |
