JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 2011882
As of 2026-06-30, FOSTER DYKEMA CABOT & PARTNERS, LLC reported 118.49K JPM (shares), valued at $38.78M, or 2.25% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 0.01%; reported value increased 11.29%, 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 | 2.25% | 118,488 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 2.22% | 118,474 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 2.37% | 119,718 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 2.54% | 122,878 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 2.49% | 122,157 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 2.40% | 122,113 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 2.30% | 123,300 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.21% | 125,134 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 2.28% | 126,159 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.35% | 125,900 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 2.52% | 139,800 | SEC filing ↗Filed Feb 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.52% | 139,800 | $23.78M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 2.35% | 125,900 | $25.22M | Shares decreased 9.94%; reported value increased 6.05%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 2.28% | 126,159 | $25.52M | Shares increased 0.21%; reported value increased 1.19%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.21% | 125,134 | $26.39M | Shares decreased 0.81%; reported value increased 3.40%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.30% | 123,300 | $29.56M | Shares decreased 1.47%; reported value increased 12.02%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.40% | 122,113 | $29.95M | Shares decreased 0.96%; reported value increased 1.35%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 2.49% | 122,157 | $35.41M | Shares increased 0.04%; reported value increased 18.22%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 2.54% | 122,878 | $38.76M | Shares increased 0.59%; reported value increased 9.45%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 2.37% | 119,718 | $38.58M | Shares decreased 2.57%; reported value decreased 0.47%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 2.22% | 118,474 | $34.85M | Shares decreased 1.04%; reported value decreased 9.66%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 2.25% | 118,488 | $38.78M | Shares increased 0.01%; reported value increased 11.29%, 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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