JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1536080
As of 2026-06-30, Banco BTG Pactual S.A. reported 762 JPM (shares), valued at $249.43K, or 0.03% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →A comparable prior-quarter record is unavailable; changes are not inferred.
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 | 0.03% | 762 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | 0.59% | 10,336 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 1.17% | 25,356 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 1.69% | 28,574 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 2.54% | 41,490 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 0.82% | 14,647 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 0.12% | 2,278 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 0.91% | 16,647 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.91% | 14,738 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 0.34% | 8,845 | SEC filing ↗Filed Feb 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.34% | 8,845 | $1.51M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 0.91% | 14,738 | $2.93M | Shares increased 66.63%; reported value increased 94.84%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 0.91% | 16,647 | $3.57M | Shares increased 12.95%; reported value increased 21.61%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.12% | 2,278 | $480.34K | Shares decreased 86.32%; reported value decreased 86.54%, and weight changed -0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 0.82% | 14,647 | $3.52M | Shares increased 542.98%; reported value increased 631.83%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 2.54% | 41,490 | $10.18M | Shares increased 183.27%; reported value increased 189.52%, and weight changed +1.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 1.69% | 28,574 | $8.28M | Shares decreased 31.13%; reported value decreased 18.61%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.17% | 25,356 | $8.00M | Shares decreased 11.26%; reported value decreased 3.45%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 0.59% | 10,336 | $3.33M | Shares decreased 59.24%; reported value decreased 58.36%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | 0.03% | 762 | $249.43K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 7, 2026 |
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