JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1907826
As of 2026-06-30, BLODGETT WEALTH ADVISORS, LLC reported 10.92K JPM (shares), valued at $3.57M, or 2.39% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 1.17%; reported value increased 12.58%, and weight changed -0.13 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 | 2.39% | 10,916 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 2.52% | 10,790 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 2.36% | 10,493 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 2.28% | 10,491 | SEC filing ↗Filed Oct 28, 2025Amended |
| Q2 2025 | 2.53% | 11,140 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 2.30% | 11,013 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 2.02% | 10,762 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 2.00% | 11,261 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 1.90% | 11,058 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 2.19% | 12,055 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 2.03% | 11,681 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 2.02% | 12,680 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.02% | 12,680 | $1.84M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 2.03% | 11,681 | $1.99M | Shares decreased 7.88%; reported value increased 8.06%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 2.19% | 12,055 | $2.41M | Shares increased 3.20%; reported value increased 21.52%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 1.90% | 11,058 | $2.24M | Shares decreased 8.27%; reported value decreased 7.37%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 2.00% | 11,261 | $2.37M | Shares increased 1.84%; reported value increased 6.17%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 2.02% | 10,762 | $2.58M | Shares decreased 4.43%; reported value increased 8.65%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 2.30% | 11,013 | $2.70M | Shares increased 2.33%; reported value increased 4.72%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 2.53% | 11,140 | $3.23M | Shares increased 1.15%; reported value increased 19.55%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 2.28% | 10,491 | $3.31M | Shares decreased 5.83%; reported value increased 2.47%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 2.36% | 10,493 | $3.38M | Shares increased 0.02%; reported value increased 2.17%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 2.52% | 10,790 | $3.17M | Shares increased 2.83%; reported value decreased 6.13%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 2.39% | 10,916 | $3.57M | Shares increased 1.17%; reported value increased 12.58%, and weight changed -0.13 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.