JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1593324
As of 2026-06-30, Penserra Capital Management LLC reported 256 JPM (shares), valued at $83.00K, or 0.00% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 0.78%; reported value increased 10.67%, and weight changed +0.00 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 | 0.00% | 256 | SEC filing ↗Filed Aug 13, 2026Combination report |
| Q1 2026 | 0.00% | 258 | SEC filing ↗Filed May 11, 2026Combination report |
| Q4 2025 | 0.00% | 261 | SEC filing ↗Filed Feb 12, 2026Combination report |
| Q3 2025 | 0.00% | 213 | SEC filing ↗Filed Nov 4, 2025Combination report |
| Q2 2025 | 0.00% | 708 | SEC filing ↗Filed Aug 6, 2025Combination report |
| Q1 2025 | 0.00% | 228 | SEC filing ↗Filed Apr 29, 2025Combination report |
| Q4 2024 | 0.03% | 7,358 | SEC filing ↗Filed Feb 13, 2025Combination report |
| Q3 2024 | 0.01% | 1,575 | SEC filing ↗Filed Nov 12, 2024Combination report |
| Q2 2024 | 2.01% | 785,930 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.30% | 516,113 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 2.60% | 812,140 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 2.95% | 985,361 | SEC filing ↗Filed Nov 15, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.95% | 985,361 | $142.90M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 2.60% | 812,140 | $138.14M | Shares decreased 17.58%; reported value decreased 3.33%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.30% | 516,113 | $103.38M | Shares decreased 36.45%; reported value decreased 25.17%, and weight changed -1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.01% | 785,930 | $158.96M | Shares increased 52.28%; reported value increased 53.77%, and weight changed +0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 0.01% | 1,575 | $332.00K | Shares decreased 99.80%; reported value decreased 99.79%, and weight changed -2.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.03% | 7,358 | $1.76M | Shares increased 367.17%; reported value increased 431.02%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.00% | 228 | $55.00K | Shares decreased 96.90%; reported value decreased 96.88%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 0.00% | 708 | $205.00K | Shares increased 210.53%; reported value increased 272.73%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 0.00% | 213 | $67.00K | Shares decreased 69.92%; reported value decreased 67.32%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 0.00% | 261 | $83.00K | Shares increased 22.54%; reported value increased 23.88%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 0.00% | 258 | $75.00K | Shares decreased 1.15%; reported value decreased 9.64%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 0.00% | 256 | $83.00K | Shares decreased 0.78%; reported value increased 10.67%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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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.