JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 93751
As of 2026-06-30, STATE STREET CORP reported 125.21M JPM (shares), valued at $40.98B, or 1.22% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 0.75%; reported value increased 12.11%, and weight changed -0.04 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 | 1.22% | 125,209,293 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 1.26% | 124,276,661 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.35% | 125,342,135 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 1.37% | 125,197,964 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.36% | 125,287,735 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.29% | 127,518,423 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 1.20% | 127,285,458 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 1.08% | 126,079,362 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.11% | 125,887,597 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 1.13% | 125,849,413 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 1.04% | 125,159,471 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 0.98% | 121,967,096 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.98% | 121,967,096 | $17.69B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 1.04% | 125,159,471 | $21.29B | Shares increased 2.62%; reported value increased 20.36%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.13% | 125,849,413 | $25.21B | Shares increased 0.55%; reported value increased 18.40%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 1.11% | 125,887,597 | $25.46B | Shares increased 0.03%; reported value increased 1.01%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.08% | 126,079,362 | $26.59B | Shares increased 0.15%; reported value increased 4.41%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.20% | 127,285,458 | $30.51B | Shares increased 0.96%; reported value increased 14.77%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.29% | 127,518,423 | $31.28B | Shares increased 0.18%; reported value increased 2.52%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 1.36% | 125,287,735 | $36.32B | Shares decreased 1.75%; reported value increased 16.12%, 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, 2025 |
| Q3 2025 | 1.37% | 125,197,964 | $39.49B | Shares decreased 0.07%; reported value increased 8.72%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.35% | 125,342,135 | $40.39B | Shares increased 0.12%; reported value increased 2.27%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 1.26% | 124,276,661 | $36.56B | Shares decreased 0.85%; reported value decreased 9.48%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.22% | 125,209,293 | $40.98B | Shares increased 0.75%; reported value increased 12.11%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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