JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1132699
As of 2026-06-30, VESTOR CAPITAL, LLC reported 85.74K JPM (shares), valued at $6.61M, or 0.10% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares decreased 52.40%; reported value decreased 87.52%, and weight changed -3.73 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 | 0.10% | 85,741 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 3.83% | 180,127 | SEC filing ↗Filed May 21, 2026 |
| Q4 2025 | 2.35% | 13,695 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 4.19% | 207,041 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 0.02% | 1,277 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 3.06% | 151,769 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 2.77% | 151,294 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 2.51% | 151,286 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 2.02% | 124,086 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 2.52% | 149,285 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 2.09% | 128,896 | SEC filing ↗Filed Feb 7, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.09% | 128,896 | $21.93M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 2.52% | 149,285 | $29.90M | Shares increased 15.82%; reported value increased 36.38%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 2.02% | 124,086 | $25.10M | Shares decreased 16.88%; reported value decreased 16.07%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 2.51% | 151,286 | $31.90M | Shares increased 21.92%; reported value increased 27.10%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 2.77% | 151,294 | $36.27M | Shares increased 0.01%; reported value increased 13.69%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 3.06% | 151,769 | $37.23M | Shares increased 0.31%; reported value increased 2.65%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 0.02% | 1,277 | $261.00K | Shares decreased 99.16%; reported value decreased 99.30%, and weight changed -3.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 4.19% | 207,041 | $65.31M | Shares increased 16113.08%; reported value increased 24921.84%, and weight changed +4.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.35% | 13,695 | $70.91M | Shares decreased 93.39%; reported value increased 8.59%, and weight changed -1.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 3.83% | 180,127 | $52.99M | Shares increased 1215.28%; reported value decreased 25.28%, and weight changed +1.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 21, 2026 |
| Q2 2026 | 0.10% | 85,741 | $6.61M | Shares decreased 52.40%; reported value decreased 87.52%, and weight changed -3.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 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.