MICROSOFT CORP · CUSIP 594918104 · CIK 19617
As of 2026-06-30, JPMORGAN CHASE & CO reported 135.17M MSFT (shares), valued at $49.82B, or 2.91% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 6.33%; reported value increased 9.17%, and weight changed -0.19 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 | 2.91% | 135,173,516 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 3.10% | 127,128,999 | SEC filing ↗Filed May 13, 2026Amended |
| Q4 2025 | 4.81% | 147,759,850 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 5.24% | 158,807,898 | SEC filing ↗Filed Nov 26, 2025Amended |
| Q2 2025 | 5.37% | 157,058,938 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 4.06% | 142,009,968 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 4.50% | 134,943,661 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 4.75% | 137,852,709 | SEC filing ↗Filed Dec 26, 2024AmendedCombination report |
| Q2 2024 | 5.12% | 133,013,119 | SEC filing ↗Filed Dec 26, 2024AmendedCombination report |
| Q1 2024 | 4.79% | 128,161,075 | SEC filing ↗Filed Dec 26, 2024AmendedCombination report |
| Q4 2023 | 4.79% | 124,565,609 | SEC filing ↗Filed Dec 26, 2024AmendedCombination report |
| Q3 2023 | 4.30% | 116,603,674 | SEC filing ↗Filed Nov 14, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.30% | 116,603,674 | $36.82B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 4.79% | 124,565,609 | $46.84B | Shares increased 6.83%; reported value increased 27.23%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 26, 2024 |
| Q1 2024 | 4.79% | 128,161,075 | $53.92B | Shares increased 2.89%; reported value increased 15.11%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 26, 2024 |
| Q2 2024 | 5.12% | 133,013,119 | $59.45B | Shares increased 3.79%; reported value increased 10.26%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 26, 2024 |
| Q3 2024 | 4.75% | 137,852,709 | $59.32B | Shares increased 3.64%; reported value decreased 0.22%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 26, 2024 |
| Q4 2024 | 4.50% | 134,943,661 | $56.88B | Shares decreased 2.11%; reported value decreased 4.11%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 4.06% | 142,009,968 | $53.31B | Shares increased 5.24%; reported value decreased 6.28%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 5.37% | 157,058,938 | $78.12B | Shares increased 10.60%; reported value increased 46.55%, and weight changed +1.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 5.24% | 158,807,898 | $82.25B | Shares increased 1.11%; reported value increased 5.29%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 26, 2025 |
| Q4 2025 | 4.81% | 147,759,850 | $71.46B | Shares decreased 6.96%; reported value decreased 13.12%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 3.10% | 127,128,999 | $45.63B | Shares decreased 13.96%; reported value decreased 36.14%, and weight changed -1.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 2.91% | 135,173,516 | $49.82B | Shares increased 6.33%; reported value increased 9.17%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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