JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1903059
As of 2026-06-30, BlackDiamond Wealth Management, LLC reported 8.22K JPM (shares), valued at $2.96M, or 1.20% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 0.44%; reported value increased 21.77%, 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 | 1.20% | 8,225 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 1.17% | 8,261 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 1.33% | 8,444 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 1.63% | 9,467 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 2.76% | 16,440 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.55% | 9,056 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.67% | 12,080 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 1.70% | 11,726 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.54% | 11,469 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.61% | 11,310 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 1.45% | 11,348 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 1.25% | 10,060 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.25% | 10,060 | $1.38M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 1.45% | 11,348 | $1.98M | Shares increased 12.80%; reported value increased 43.23%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.61% | 11,310 | $2.27M | Shares decreased 0.33%; reported value increased 14.40%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.54% | 11,469 | $2.34M | Shares increased 1.41%; reported value increased 3.31%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.70% | 11,726 | $2.81M | Shares increased 2.24%; reported value increased 20.03%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.67% | 12,080 | $2.90M | Shares increased 3.02%; reported value increased 3.08%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 1.55% | 9,056 | $2.29M | Shares decreased 25.03%; reported value decreased 20.86%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 2.76% | 16,440 | $4.77M | Shares increased 81.54%; reported value increased 108.32%, and weight changed +1.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 1.63% | 9,467 | $2.99M | Shares decreased 42.41%; reported value decreased 37.45%, and weight changed -1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 1.33% | 8,444 | $2.72M | Shares decreased 10.81%; reported value decreased 8.92%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 1.17% | 8,261 | $2.43M | Shares decreased 2.17%; reported value decreased 10.65%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 1.20% | 8,225 | $2.96M | Shares decreased 0.44%; reported value increased 21.77%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 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.