JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 2024333
As of 2026-06-30, ALEXANDER LABRUNERIE & CO., INC. reported 35.23K JPM (shares), valued at $11.53M, or 4.04% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 0.07%; reported value increased 11.36%, and weight changed +0.17 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 | 4.04% | 35,226 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 3.87% | 35,201 | SEC filing ↗Filed May 18, 2026 |
| Q4 2025 | 4.11% | 35,216 | SEC filing ↗Filed Mar 26, 2026 |
| Q3 2025 | 4.10% | 35,185 | SEC filing ↗Filed Nov 25, 2025 |
| Q2 2025 | 4.12% | 34,698 | SEC filing ↗Filed Aug 1, 2025 |
| Q1 2025 | 3.68% | 34,696 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 3.65% | 34,427 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 3.29% | 34,038 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 3.67% | 33,733 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 3.77% | 33,713 | SEC filing ↗Filed May 29, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 3.77% | 33,713 | $6.75M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 29, 2024 |
| Q2 2024 | 3.67% | 33,733 | $6.82M | Shares increased 0.06%; reported value increased 1.04%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 3.29% | 34,038 | $7.18M | Shares increased 0.90%; reported value increased 5.19%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 3.65% | 34,427 | $8.25M | Shares increased 1.14%; reported value increased 14.98%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 3.68% | 34,696 | $8.51M | Shares increased 0.78%; reported value increased 3.13%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 4.12% | 34,698 | $10.06M | Shares increased 0.01%; reported value increased 18.19%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2025 |
| Q3 2025 | 4.10% | 35,185 | $11.10M | Shares increased 1.40%; reported value increased 10.33%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 25, 2025 |
| Q4 2025 | 4.11% | 35,216 | $11.35M | Shares increased 0.09%; reported value increased 2.24%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 26, 2026 |
| Q1 2026 | 3.87% | 35,201 | $10.35M | Shares decreased 0.04%; reported value decreased 8.75%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 4.04% | 35,226 | $11.53M | Shares increased 0.07%; reported value increased 11.36%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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