JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1390777
As of 2026-06-30, Bank of New York Mellon Corp reported 21.64M JPM (shares), valued at $7.08B, or 1.16% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 2.56%; reported value increased 14.13%, and weight changed +0.02 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 | 1.16% | 21,642,804 | SEC filing ↗Filed Aug 6, 2026Combination report |
| Q1 2026 | 1.14% | 21,102,442 | SEC filing ↗Filed May 5, 2026Combination report |
| Q4 2025 | 1.33% | 23,424,482 | SEC filing ↗Filed Feb 10, 2026Combination report |
| Q3 2025 | 1.26% | 22,229,899 | SEC filing ↗Filed Nov 3, 2025Combination report |
| Q2 2025 | 1.28% | 23,420,985 | SEC filing ↗Filed Aug 5, 2025Combination report |
| Q1 2025 | 1.21% | 24,801,153 | SEC filing ↗Filed Apr 29, 2025Combination report |
| Q4 2024 | 1.08% | 24,346,927 | SEC filing ↗Filed Feb 4, 2025Combination report |
| Q3 2024 | 0.99% | 25,159,942 | SEC filing ↗Filed Nov 12, 2024Combination report |
| Q2 2024 | 1.05% | 27,304,295 | SEC filing ↗Filed Jul 25, 2024Combination report |
| Q1 2024 | 1.07% | 27,894,605 | SEC filing ↗Filed Apr 25, 2024Combination report |
| Q4 2023 | 0.99% | 28,813,913 | SEC filing ↗Filed Jan 29, 2024Combination report |
| Q3 2023 | 0.93% | 29,125,817 | SEC filing ↗Filed Oct 24, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.93% | 29,125,817 | $4.22B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 0.99% | 28,813,913 | $4.90B | Shares decreased 1.07%; reported value increased 16.04%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 1.07% | 27,894,605 | $5.59B | Shares decreased 3.19%; reported value increased 14.00%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 1.05% | 27,304,295 | $5.52B | Shares decreased 2.12%; reported value decreased 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 Jul 25, 2024 |
| Q3 2024 | 0.99% | 25,159,942 | $5.31B | Shares decreased 7.85%; reported value decreased 3.94%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.08% | 24,346,927 | $5.84B | Shares decreased 3.23%; reported value increased 10.01%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 1.21% | 24,801,153 | $6.08B | Shares increased 1.87%; reported value increased 4.24%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 1.28% | 23,420,985 | $6.79B | Shares decreased 5.56%; reported value increased 11.61%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 1.26% | 22,229,899 | $7.01B | Shares decreased 5.09%; reported value increased 3.27%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 1.33% | 23,424,482 | $7.55B | Shares increased 5.37%; reported value increased 7.64%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 1.14% | 21,102,442 | $6.21B | Shares decreased 9.91%; reported value decreased 17.76%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 1.16% | 21,642,804 | $7.08B | Shares increased 2.56%; reported value increased 14.13%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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