JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 312069
As of 2026-06-30, BARCLAYS PLC reported 9.61M JPM (shares), valued at $3.14B, or 0.99% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 22.59%; reported value decreased 13.86%, and weight changed -0.31 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 | 0.99% | 9,607,550 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 1.30% | 12,411,127 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.26% | 9,749,773 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 1.63% | 14,062,065 | SEC filing ↗Filed Mar 31, 2026Amended |
| Q2 2025 | 1.67% | 14,521,710 | SEC filing ↗Filed Feb 27, 2026Amended |
| Q1 2025 | 1.34% | 12,059,533 | SEC filing ↗Filed Mar 17, 2026Amended |
| Q4 2024 | 0.95% | 8,007,741 | SEC filing ↗Filed Mar 19, 2026Amended |
| Q3 2024 | 0.85% | 9,096,701 | SEC filing ↗Filed Mar 31, 2026Amended |
| Q2 2024 | 0.96% | 10,331,868 | SEC filing ↗Filed Mar 23, 2026Amended |
| Q1 2024 | 1.00% | 11,023,915 | SEC filing ↗Filed Mar 24, 2026Amended |
| Q4 2023 | 0.76% | 8,634,552 | SEC filing ↗Filed Mar 24, 2026Amended |
| Q3 2023 | 0.74% | 7,837,016 | SEC filing ↗Filed Mar 26, 2026Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.74% | 7,837,016 | $1.14B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Mar 26, 2026 |
| Q4 2023 | 0.76% | 8,634,552 | $1.47B | Shares increased 10.18%; reported value increased 29.23%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 24, 2026 |
| Q1 2024 | 1.00% | 11,023,915 | $2.21B | Shares increased 27.67%; reported value increased 50.34%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 24, 2026 |
| Q2 2024 | 0.96% | 10,331,868 | $2.09B | Shares decreased 6.28%; reported value decreased 5.36%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 23, 2026 |
| Q3 2024 | 0.85% | 9,096,701 | $1.92B | Shares decreased 11.95%; reported value decreased 8.21%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 31, 2026 |
| Q4 2024 | 0.95% | 8,007,741 | $1.92B | Shares decreased 11.97%; reported value increased 0.07%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 19, 2026 |
| Q1 2025 | 1.34% | 12,059,533 | $2.96B | Shares increased 50.60%; reported value increased 54.11%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 17, 2026 |
| Q2 2025 | 1.67% | 14,521,710 | $4.21B | Shares increased 20.42%; reported value increased 42.32%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 27, 2026 |
| Q3 2025 | 1.63% | 14,062,065 | $4.44B | Shares decreased 3.17%; reported value increased 5.36%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 31, 2026 |
| Q4 2025 | 1.26% | 9,749,773 | $3.14B | Shares decreased 30.67%; reported value decreased 29.17%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 1.30% | 12,411,127 | $3.65B | Shares increased 27.30%; reported value increased 16.21%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.99% | 9,607,550 | $3.14B | Shares decreased 22.59%; reported value decreased 13.86%, and weight changed -0.31 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.