JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1055290
As of 2026-06-30, APPLETON PARTNERS INC/MA reported 124.46K JPM (shares), valued at $40.74M, or 2.50% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 1.68%; reported value increased 9.40%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.50% | 124,463 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 2.60% | 126,590 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 2.70% | 127,112 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 2.72% | 128,354 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 2.65% | 129,067 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 2.64% | 139,226 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 2.53% | 142,626 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 2.32% | 149,436 | SEC filing ↗Filed Oct 1, 2024 |
| Q2 2024 | 2.39% | 153,193 | SEC filing ↗Filed Jul 2, 2024 |
| Q1 2024 | 2.50% | 161,121 | SEC filing ↗Filed Apr 1, 2024 |
| Q4 2023 | 2.33% | 169,879 | SEC filing ↗Filed Jan 2, 2024 |
| Q3 2023 | 2.22% | 172,101 | SEC filing ↗Filed Oct 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.22% | 172,101 | $24.96M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 3, 2023 |
| Q4 2023 | 2.33% | 169,879 | $28.90M | Shares decreased 1.29%; reported value increased 15.78%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 2, 2024 |
| Q1 2024 | 2.50% | 161,121 | $32.27M | Shares decreased 5.16%; reported value increased 11.69%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 1, 2024 |
| Q2 2024 | 2.39% | 153,193 | $30.98M | Shares decreased 4.92%; reported value decreased 3.99%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 2, 2024 |
| Q3 2024 | 2.32% | 149,436 | $31.51M | Shares decreased 2.45%; reported value increased 1.69%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 1, 2024 |
| Q4 2024 | 2.53% | 142,626 | $34.19M | Shares decreased 4.56%; reported value increased 8.50%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 2.64% | 139,226 | $34.15M | Shares decreased 2.38%; reported value decreased 0.11%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 2.65% | 129,067 | $37.42M | Shares decreased 7.30%; reported value increased 9.56%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 2.72% | 128,354 | $40.49M | Shares decreased 0.55%; reported value increased 8.20%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 2.70% | 127,112 | $40.96M | Shares decreased 0.97%; reported value increased 1.16%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 2.60% | 126,590 | $37.24M | Shares decreased 0.41%; reported value decreased 9.08%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 2.50% | 124,463 | $40.74M | Shares decreased 1.68%; reported value increased 9.40%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.