JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1989476
As of 2026-06-30, CULTIVAR CAPITAL, INC. reported 4.07K JPM (shares), valued at $1.33M, or 0.86% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares unchanged; reported value increased 11.28%, and weight changed +0.09 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 | 0.86% | 4,074 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 0.77% | 4,074 | SEC filing ↗Filed Apr 7, 2026 |
| Q4 2025 | 0.84% | 4,074 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 0.81% | 3,832 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 0.80% | 3,832 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 0.43% | 2,200 | SEC filing ↗Filed Apr 18, 2025 |
| Q4 2024 | 0.46% | 2,200 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 0.38% | 2,200 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 0.37% | 2,200 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 0.38% | 2,200 | SEC filing ↗Filed Apr 26, 2024 |
| Q4 2023 | 0.33% | 2,200 | SEC filing ↗Filed Jan 17, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.33% | 2,200 | $374.22K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 0.38% | 2,200 | $440.66K | Shares unchanged; reported value increased 17.75%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 0.37% | 2,200 | $444.97K | Shares unchanged; reported value increased 0.98%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 0.38% | 2,200 | $463.89K | Shares unchanged; reported value increased 4.25%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 0.46% | 2,200 | $527.36K | Shares unchanged; reported value increased 13.68%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 0.43% | 2,200 | $539.66K | Shares unchanged; reported value increased 2.33%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2025 |
| Q2 2025 | 0.80% | 3,832 | $1.11M | Shares increased 74.18%; reported value increased 105.86%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 0.81% | 3,832 | $1.21M | Shares unchanged; reported value increased 8.80%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 0.84% | 4,074 | $1.31M | Shares increased 6.32%; reported value increased 8.60%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 0.77% | 4,074 | $1.20M | Shares unchanged; reported value decreased 8.71%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 7, 2026 |
| Q2 2026 | 0.86% | 4,074 | $1.33M | Shares unchanged; reported value increased 11.28%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2026 |
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