JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1569579
As of 2026-06-30, BTG Pactual Asset Management US LLC reported 57.79K JPM (shares), valued at $18.92M, or 1.41% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 11.97%; reported value increased 24.59%, and weight changed -0.07 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 | 1.41% | 57,792 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 1.48% | 51,616 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 1.99% | 55,683 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 2.35% | 63,337 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 2.25% | 57,808 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.59% | 49,791 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 0.55% | 17,870 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.46% | 15,168 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 0.45% | 8,956 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | 0.45% | 8,956 | $1.81M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 0.46% | 15,168 | $3.20M | Shares increased 69.36%; reported value increased 76.56%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.55% | 17,870 | $4.28M | Shares increased 17.81%; reported value increased 33.72%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.59% | 49,791 | $12.21M | Shares increased 178.63%; reported value increased 185.59%, and weight changed +1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 2.25% | 57,808 | $16.76M | Shares increased 16.10%; reported value increased 37.22%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.35% | 63,337 | $19.98M | Shares increased 9.56%; reported value increased 19.21%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.99% | 55,683 | $17.94M | Shares decreased 12.08%; reported value decreased 10.19%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 1.48% | 51,616 | $15.18M | Shares decreased 7.30%; reported value decreased 15.38%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 1.41% | 57,792 | $18.92M | Shares increased 11.97%; reported value increased 24.59%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 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.