Capital Research Global Investors — JPM Trade History
Quarter-by-quarter changes in the JPMORGAN CHASE & CO position · CUSIP 46625H100
Currently held · 7.8 YearsFirst seen: 2018 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-12 | Add | 27,746,323 | 332,928 | +1.2% | $9.08B | 1.27% |
| 2026 Q1 | 2026-05-13 | Add | 27,413,395 | 5,483,088 | +25.0% | $8.06B | 1.25% |
| 2025 Q4 | 2026-02-11 | Reduce | 21,930,307 | -1,084,046 | -4.7% | $7.07B | 1.30% |
| 2025 Q3 | 2025-11-13 | Reduce | 23,014,353 | -490,941 | -2.1% | $7.26B | 1.36% |
| 2025 Q2 | 2025-08-13 | Add | 23,505,294 | 2,109,979 | +9.9% | $6.81B | 1.36% |
| 2025 Q1 | 2025-05-12 | Reduce | 21,395,315 | -1,445,718 | -6.3% | $5.25B | 1.14% |
| 2024 Q4 | 2025-02-13 | Add | 22,841,033 | 1,914,049 | +9.1% | $5.48B | 1.13% |
| 2024 Q3 | 2024-11-13 | Add | 20,926,984 | 966,261 | +4.8% | $4.41B | 0.92% |
| 2024 Q2 | 2024-08-13 | Add | 19,960,723 | 2,760,599 | +16.0% | $4.04B | 0.89% |
| 2024 Q1 | 2024-05-14 | Add | 17,200,124 | 3,252,451 | +23.3% | $3.45B | 0.78% |
| 2023 Q4 | 2024-02-13 | Reduce | 13,947,673 | -705,141 | -4.8% | $2.37B | 0.58% |
| 2023 Q3 | 2023-11-13 | Reduce | 14,652,814 | -122,863 | -0.8% | $2.12B | 0.58% |
| 2023 Q2 | 2023-08-11 | Reduce | 14,775,677 | -242,355 | -1.6% | $2.15B | 0.58% |
| 2023 Q1 | 2023-05-15 | Reduce | 15,018,032 | -1,701,137 | -10.2% | $1.96B | 0.56% |
| 2022 Q4 | 2023-02-14 | Add | 16,719,169 | 3,805,200 | +29.5% | $2.24B | 0.68% |
| 2022 Q3 | 2022-11-14 | Reduce | 12,913,969 | -7,618,792 | -37.1% | $1.35B | 0.44% |
| 2022 Q2 | 2022-08-15 | Reduce | 20,532,761 | -16,078,410 | -43.9% | $2.31B | 0.72% |
| 2022 Q1 | 2022-05-19 | Add | 36,611,171 | 1,590,742 | +4.5% | $4.99B | 1.23% |
| 2021 Q4 | 2022-02-14 | Reduce | 35,020,429 | -277,873 | -0.8% | $5.55B | 1.23% |
| 2021 Q3 | 2021-11-15 | Reduce | 35,298,302 | -6,963,653 | -16.5% | $5.78B | 1.35% |
| 2021 Q2 | 2021-08-16 | Reduce | 42,261,955 | -3,137,118 | -6.9% | $6.57B | 1.53% |
| 2021 Q1 | 2021-05-14 | Add | 45,399,073 | 7,690,849 | +20.4% | $6.91B | 1.69% |
| 2020 Q4 | 2021-02-12 | Add | 37,708,224 | 14,089,562 | +59.7% | $4.79B | 1.24% |
| 2020 Q3 | 2020-11-13 | Add | 23,618,662 | 6,914,372 | +41.4% | $2.27B | 0.68% |
| 2020 Q2 | 2020-08-14 | Add | 16,704,290 | 3,992,061 | +31.4% | $1.57B | 0.50% |
| 2020 Q1 | 2020-05-15 | Reduce | 12,712,229 | -14,948,902 | -54.0% | $1.14B | 0.45% |
| 2019 Q4 | 2020-02-18 | Add | 27,661,131 | 1,895,932 | +7.4% | $3.86B | 1.16% |
| 2019 Q3 | 2019-11-14 | Reduce | 25,765,199 | -348,515 | -1.3% | $3.03B | 0.99% |
| 2019 Q2 | 2019-08-14 | Add | 26,113,714 | 1,223,566 | +4.9% | $2.92B | 0.93% |
| 2019 Q1 | 2019-05-15 | Reduce | 24,890,148 | -276,336 | -1.1% | $2.52B | 0.80% |
| 2018 Q4 | 2019-02-14 | New | 25,166,484 | 25,166,484 | — | $2.46B | 0.86% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.