JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1109147
As of 2026-06-30, AXIOM INVESTORS LLC /DE reported 1.57M JPM (shares), valued at $514.34M, or 4.45% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 44.98%; reported value decreased 38.78%, and weight changed -4.90 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 | 4.45% | 1,571,309 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 9.35% | 2,856,017 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 7.42% | 2,624,117 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 4.02% | 1,731,323 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 3.96% | 1,665,236 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 4.05% | 1,719,115 | SEC filing ↗Filed May 16, 2025Amended |
| Q4 2024 | 1.64% | 930,284 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | 1.64% | 930,284 | $223.00M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 4.05% | 1,719,115 | $421.70M | Shares increased 84.79%; reported value increased 89.10%, and weight changed +2.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2025 |
| Q2 2025 | 3.96% | 1,665,236 | $482.77M | Shares decreased 3.13%; reported value increased 14.48%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 4.02% | 1,731,323 | $546.11M | Shares increased 3.97%; reported value increased 13.12%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 7.42% | 2,624,117 | $845.54M | Shares increased 51.57%; reported value increased 54.83%, and weight changed +3.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 9.35% | 2,856,017 | $840.13M | Shares increased 8.84%; reported value decreased 0.64%, and weight changed +1.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 4.45% | 1,571,309 | $514.34M | Shares decreased 44.98%; reported value decreased 38.78%, and weight changed -4.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 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.