Holdings in JPM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$969,096,949 |
3,007,563 |
+27.1%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$746,638,581 |
2,367,050 |
+3.8%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$660,987,842 |
2,279,976 |
+2.1%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$547,527,752 |
2,232,074 |
-0.9%
|
Shares |
Sole |
2025-05-20 |
| 2024-12-31 |
$540,138,543 |
2,253,300 |
+49.2%
|
Shares |
Sole |
2025-05-29 |
| 2024-09-30 |
$318,385,104 |
1,509,936 |
-12.7%
|
Shares |
Sole |
2024-11-14 |
| 2024-06-30 |
$349,742,126 |
1,729,171 |
+112.2%
|
Shares |
Sole |
2024-08-15 |
| 2024-03-31 |
$163,216,458 |
814,860 |
+46.3%
|
Shares |
Sole |
2024-05-16 |
| 2023-12-31 |
$94,710,489 |
556,793 |
—
|
Shares |
Sole |
2024-02-15 |