JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 38777
As of 2026-06-30, FRANKLIN RESOURCES INC reported 15.01M JPM (shares), valued at $4.91B, or 1.06% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 0.14%; reported value increased 11.13%, and weight changed -0.02 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 | 1.06% | 15,005,188 | SEC filing ↗Filed Aug 13, 2026Combination report |
| Q1 2026 | 1.08% | 15,025,584 | SEC filing ↗Filed May 13, 2026Combination report |
| Q4 2025 | 0.98% | 12,420,530 | SEC filing ↗Filed Feb 11, 2026Combination report |
| Q3 2025 | 0.99% | 12,597,279 | SEC filing ↗Filed Nov 13, 2025Combination report |
| Q2 2025 | 1.00% | 13,015,760 | SEC filing ↗Filed Aug 12, 2025Combination report |
| Q1 2025 | 0.94% | 13,252,097 | SEC filing ↗Filed May 13, 2025Combination report |
| Q4 2024 | 0.92% | 13,684,786 | SEC filing ↗Filed Feb 12, 2025Combination report |
| Q3 2024 | 0.94% | 15,073,193 | SEC filing ↗Filed Nov 27, 2024AmendedCombination report |
| Q2 2024 | 0.87% | 14,056,904 | SEC filing ↗Filed Aug 14, 2024Combination report |
| Q1 2024 | 0.93% | 14,649,979 | SEC filing ↗Filed May 13, 2024Combination report |
| Q4 2023 | 1.00% | 12,626,508 | SEC filing ↗Filed Feb 9, 2024Combination report |
| Q3 2023 | 1.02% | 13,902,929 | SEC filing ↗Filed Nov 13, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.02% | 13,902,929 | $2.02B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 1.00% | 12,626,508 | $2.15B | Shares decreased 9.18%; reported value increased 6.53%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 0.93% | 14,649,979 | $2.93B | Shares increased 16.03%; reported value increased 36.63%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 0.87% | 14,056,904 | $2.84B | Shares decreased 4.05%; reported value decreased 3.11%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.94% | 15,073,193 | $3.34B | Shares increased 7.23%; reported value increased 17.44%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 27, 2024 |
| Q4 2024 | 0.92% | 13,684,786 | $3.28B | Shares decreased 9.21%; reported value decreased 1.75%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 0.94% | 13,252,097 | $3.25B | Shares decreased 3.16%; reported value decreased 0.90%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.00% | 13,015,760 | $3.77B | Shares decreased 1.78%; reported value increased 16.08%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 0.99% | 12,597,279 | $3.97B | Shares decreased 3.22%; reported value increased 5.30%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 0.98% | 12,420,530 | $4.00B | Shares decreased 1.40%; reported value increased 0.72%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 1.08% | 15,025,584 | $4.42B | Shares increased 20.97%; reported value increased 10.44%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 1.06% | 15,005,188 | $4.91B | Shares decreased 0.14%; reported value increased 11.13%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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