JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1418773
As of 2026-06-30, Robeco Institutional Asset Management B.V. reported 2.99M JPM (shares), valued at $979.10M, or 1.20% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 0.51%; reported value increased 10.71%, and weight changed -0.06 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 | 1.20% | 2,991,167 | SEC filing ↗Filed Jul 21, 2026Combination report |
| Q1 2026 | 1.26% | 3,006,428 | SEC filing ↗Filed Apr 21, 2026Combination report |
| Q4 2025 | 1.73% | 3,776,778 | SEC filing ↗Filed Jan 23, 2026Combination report |
| Q3 2025 | 1.73% | 3,789,475 | SEC filing ↗Filed Oct 22, 2025Combination report |
| Q2 2025 | 1.73% | 3,690,397 | SEC filing ↗Filed Jul 18, 2025Combination report |
| Q1 2025 | 1.65% | 3,469,165 | SEC filing ↗Filed Apr 23, 2025Combination report |
| Q4 2024 | 1.61% | 3,542,509 | SEC filing ↗Filed Jan 23, 2025Combination report |
| Q3 2024 | 1.45% | 3,453,443 | SEC filing ↗Filed Oct 29, 2024Combination report |
| Q2 2024 | 1.34% | 3,077,386 | SEC filing ↗Filed Jul 23, 2024Combination report |
| Q1 2024 | 1.27% | 2,923,969 | SEC filing ↗Filed Apr 24, 2024Combination report |
| Q4 2023 | 1.02% | 2,463,699 | SEC filing ↗Filed Feb 14, 2024AmendedCombination report |
| Q3 2023 | 0.51% | 1,306,976 | SEC filing ↗Filed Oct 24, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.51% | 1,306,976 | $189.54M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 1.02% | 2,463,699 | $419.08M | Shares increased 88.50%; reported value increased 121.10%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.27% | 2,923,969 | $585.67M | Shares increased 18.68%; reported value increased 39.75%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 1.34% | 3,077,386 | $622.43M | Shares increased 5.25%; reported value increased 6.28%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 1.45% | 3,453,443 | $728.19M | Shares increased 12.22%; reported value increased 16.99%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 1.61% | 3,542,509 | $849.17M | Shares increased 2.58%; reported value increased 16.61%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 1.65% | 3,469,165 | $850.99M | Shares decreased 2.07%; reported value increased 0.21%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 1.73% | 3,690,397 | $1.07B | Shares increased 6.38%; reported value increased 25.72%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 1.73% | 3,789,475 | $1.20B | Shares increased 2.68%; reported value increased 11.72%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 1.73% | 3,776,778 | $1.22B | Shares decreased 0.34%; reported value increased 1.81%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 1.26% | 3,006,428 | $884.37M | Shares decreased 20.40%; reported value decreased 27.33%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 1.20% | 2,991,167 | $979.10M | Shares decreased 0.51%; reported value increased 10.71%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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