JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1313360
As of 2026-06-30, SG Americas Securities, LLC reported 13.15M JPM (shares), valued at $4.30B, or 2.47% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 15.70%; reported value decreased 6.20%, and weight changed -2.59 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 | 2.47% | 13,150,448 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 5.06% | 15,599,956 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 2.64% | 6,218,204 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 0.00% | 2,781 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 0.05% | 41,110 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 0.69% | 824,467 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 0.02% | 16,351 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 0.39% | 486,076 | SEC filing ↗Filed Oct 3, 2024 |
| Q2 2024 | 0.56% | 441,496 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 0.39% | 378,184 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 0.35% | 188,695 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 0.17% | 85,971 | SEC filing ↗Filed Oct 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.17% | 85,971 | $12.47M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 13, 2023 |
| Q4 2023 | 0.35% | 188,695 | $32.10M | Shares increased 119.49%; reported value increased 157.44%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 0.39% | 378,184 | $75.75M | Shares increased 100.42%; reported value increased 136.00%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 0.56% | 441,496 | $89.30M | Shares increased 16.74%; reported value increased 17.88%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 0.39% | 486,076 | $102.49M | Shares increased 10.10%; reported value increased 14.78%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 3, 2024 |
| Q4 2024 | 0.02% | 16,351 | $3.92M | Shares decreased 96.64%; reported value decreased 96.18%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 0.69% | 824,467 | $202.24M | Shares increased 4942.30%; reported value increased 5060.55%, and weight changed +0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 0.05% | 41,110 | $11.92M | Shares decreased 95.01%; reported value decreased 94.11%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 0.00% | 2,781 | $877.00K | Shares decreased 93.24%; reported value decreased 92.64%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 2.64% | 6,218,204 | $2.00B | Shares increased 223495.97%; reported value increased 228364.08%, and weight changed +2.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 5.06% | 15,599,956 | $4.59B | Shares increased 150.88%; reported value increased 129.03%, and weight changed +2.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 2.47% | 13,150,448 | $4.30B | Shares decreased 15.70%; reported value decreased 6.20%, and weight changed -2.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 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.