JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1764807
As of Jun 30, 2026, New Age Alpha Advisors, LLC reported 60.19K JPM (shares), valued at $19.70M, or 0.84% of its reported non-derivative portfolio. Filed Aug 13, 2026.
Verify history & sources →Shares decreased 5.05%; reported value increased 5.65%, and weight changed -0.03 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 | 0.84% | 60,185 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 0.87% | 63,388 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 0.88% | 63,434 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 1.00% | 75,722 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 0.99% | 77,935 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 0.65% | 58,671 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 1.01% | 104,460 | SEC filing ↗Filed Feb 12, 2025Amended |
| Q3 2024 | 0.02% | 128 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.01% | 52 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 0.01% | 52 | $10.52K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 0.02% | 128 | $26.99K | Shares increased 146.15%; reported value increased 156.61%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.01% | 104,460 | $25.04M | Shares increased 81,509.38%; reported value increased 92,675.50%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 0.65% | 58,671 | $14.39M | Shares decreased 43.83%; reported value decreased 42.52%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 0.99% | 77,935 | $22.59M | Shares increased 32.83%; reported value increased 56.99%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 1.00% | 75,722 | $23.88M | Shares decreased 2.84%; reported value increased 5.71%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.88% | 63,434 | $20.44M | Shares decreased 16.23%; reported value decreased 14.42%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 0.87% | 63,388 | $18.65M | Shares decreased 0.07%; reported value decreased 8.77%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 0.84% | 60,185 | $19.70M | Shares decreased 5.05%; reported value increased 5.65%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
Take these holdings further.
This page includes 11 of 11 reported holdings. Log 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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{"action":"portfolio","cik":"1764807","quarter":"2026Q2","cusip":"46625H100"}
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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.