JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1089707
As of 2026-06-30, LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported 8.90K JPM (shares), valued at $2.91M, or 1.92% of its reported non-derivative portfolio. Filed 2026-07-10.
Verify history & sources →Shares decreased 1.85%; reported value increased 9.22%, and weight changed +0.03 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 | 1.92% | 8,899 | SEC filing ↗Filed Jul 10, 2026 |
| Q1 2026 | 1.89% | 9,067 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 1.96% | 9,044 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 1.84% | 9,004 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 1.78% | 9,279 | SEC filing ↗Filed Jul 14, 2025 |
| Q1 2025 | 1.69% | 9,418 | SEC filing ↗Filed Apr 2, 2025 |
| Q4 2024 | 1.61% | 9,619 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 1.50% | 10,142 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 2.17% | 14,813 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 2.23% | 16,013 | SEC filing ↗Filed Apr 29, 2024 |
| Q4 2023 | 2.09% | 16,625 | SEC filing ↗Filed Jan 19, 2024 |
| Q3 2023 | 1.94% | 16,827 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.94% | 16,827 | $2.44M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 2.09% | 16,625 | $2.83M | Shares decreased 1.20%; reported value increased 15.90%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 2.23% | 16,013 | $3.21M | Shares decreased 3.68%; reported value increased 13.40%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2024 |
| Q2 2024 | 2.17% | 14,813 | $3.00M | Shares decreased 7.49%; reported value decreased 6.58%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 1.50% | 10,142 | $2.14M | Shares decreased 31.53%; reported value decreased 28.60%, and weight changed -0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 1.61% | 9,619 | $2.31M | Shares decreased 5.16%; reported value increased 7.81%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 1.69% | 9,418 | $2.31M | Shares decreased 2.09%; reported value increased 0.17%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 2, 2025 |
| Q2 2025 | 1.78% | 9,279 | $2.69M | Shares decreased 1.48%; reported value increased 16.45%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2025 |
| Q3 2025 | 1.84% | 9,004 | $2.84M | Shares decreased 2.96%; reported value increased 5.58%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 1.96% | 9,044 | $2.91M | Shares increased 0.44%; reported value increased 2.61%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 1.89% | 9,067 | $2.67M | Shares increased 0.25%; reported value decreased 8.48%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 1.92% | 8,899 | $2.91M | Shares decreased 1.85%; reported value increased 9.22%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 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.