JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1878547
As of 2026-06-30, Carmel Capital Management L.L.C. reported 62.14K JPM (shares), valued at $20.34M, or 4.46% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 0.07%; reported value increased 11.36%, and weight changed -0.77 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 | 4.46% | 62,144 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 5.23% | 62,099 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 6.08% | 62,227 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 5.88% | 61,377 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 5.99% | 61,272 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 6.11% | 61,372 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 5.56% | 61,447 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 4.88% | 61,657 | SEC filing ↗Filed Oct 17, 2024 |
| Q2 2024 | 4.92% | 62,493 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 5.14% | 62,433 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 5.06% | 62,008 | SEC filing ↗Filed Jan 22, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.06% | 62,008 | $10.55M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 5.14% | 62,433 | $12.51M | Shares increased 0.69%; reported value increased 18.56%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 4.92% | 62,493 | $12.64M | Shares increased 0.10%; reported value increased 1.08%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 4.88% | 61,657 | $13.00M | Shares decreased 1.34%; reported value increased 2.86%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2024 |
| Q4 2024 | 5.56% | 61,447 | $14.73M | Shares decreased 0.34%; reported value increased 13.29%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 6.11% | 61,372 | $15.05M | Shares decreased 0.12%; reported value increased 2.21%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 5.99% | 61,272 | $17.76M | Shares decreased 0.16%; reported value increased 17.99%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 5.88% | 61,377 | $19.36M | Shares increased 0.17%; reported value increased 8.99%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 6.08% | 62,227 | $20.05M | Shares increased 1.38%; reported value increased 3.57%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 5.23% | 62,099 | $18.27M | Shares decreased 0.21%; reported value decreased 8.90%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 4.46% | 62,144 | $20.34M | Shares increased 0.07%; reported value increased 11.36%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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