JPMORGAN CHASE & CO (Sterling Holt Kenan, Thomas S. Kenan, Elizabeth Kenan Howell, John LaPann)

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 10, 2024
Value $
$1.12T
Notable people
Sterling Holt Kenan, Thomas S. Kenan, Elizabeth Kenan Howell, John LaPann
Signature - Title
Michael T. Lees - Executive Director
Location
383 Madison Avenue, New York, New York
Holdings Value

List of Other Managers Reporting for JPMORGAN CHASE & CO:

Name Holdings Value Location File Number
Russell Investments Group, Ltd. $63.2B London, United Kingdom 028-17598
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 6,166 $1.12T +$112B -$53.4B +$58.9B MSFT, NVDA, SPY, AMZN, AAPL, META 13F-HR 5/10/2024, 03:09 PM
Q4 2023 6,392 $977B +$85.9B -$58.8B +$27.1B MSFT, AAPL, AMZN, SPY, NVDA, META 13F-HR 2/12/2024, 11:58 AM
Q3 2023 6,380 $856B +$62.7B -$47B +$15.7B MSFT, AAPL, SPY, AMZN, NVDA, META 13F-HR 11/14/2023, 08:12 AM
Q2 2023 5,915 $873B +$94.1B -$38.1B +$56B MSFT, AAPL, SPY, AMZN, NVDA, META 13F-HR 8/11/2023, 07:16 AM
Q1 2023 6,653 $821B +$88.2B -$62.1B +$26.1B MSFT, AAPL, SPY, AMZN, BNDX, UNH RESTATEMENT 5/18/2023, 12:45 PM
Q4 2022 6,512 $759B +$61.9B -$43.6B +$18.3B MSFT, SPY, AAPL, UNH, ABBV, AMZN 13F-HR 2/13/2023, 11:46 AM
Q3 2022 6,434 $696B +$70.8B -$32.9B +$37.9B MSFT, SPY, AAPL, AMZN, UNH, BNDX 13F-HR 11/14/2022, 08:12 AM
Q2 2022 6,434 $718B +$84.6B -$52.8B +$31.8B MSFT, SPY, AAPL, AMZN, UNH, BNDX 13F-HR 8/11/2022, 06:46 AM
Q1 2022 6,545 $830B +$80.9B -$64.2B +$16.7B SPY, MSFT, AAPL, AMZN, GOOG, BBEU 13F-HR 5/11/2022, 08:29 AM
Q4 2021 6,608 $866B +$73.1B -$66.2B +$6.9B SPY, MSFT, AAPL, AMZN, GOOG, BBEU RESTATEMENT 2/11/2022, 01:27 PM
Q3 2021 6,455 $809B +$66.1B -$79.6B -$13.6B SPY, MSFT, AAPL, AMZN, GOOG, BNDX 13F-HR 11/12/2021, 07:43 AM
Q2 2021 6,311 $838B +$111B -$44.9B +$65.7B SPY, MSFT, AAPL, AMZN, GOOG, META 13F-HR 8/12/2021, 11:55 AM
Q1 2021 6,020 $749B +$98.9B -$63.5B +$35.3B SPY, MSFT, AAPL, AMZN, GOOG, BNDX 13F-HR 5/12/2021, 08:54 AM
Q4 2020 5,605 $681B +$76.4B -$73.1B +$3.24B SPY, AAPL, MSFT, AMZN, BNDX, TSLA RESTATEMENT 2/19/2021, 11:44 AM
Q3 2020 5,451 $595B +$86.4B -$32.1B +$54.3B SPY, MSFT, AAPL, AMZN, BNDX, BABA RESTATEMENT 11/12/2020, 03:06 PM
Q2 2020 5,343 $518B +$56.6B -$49.2B +$7.44B SPY, MSFT, AAPL, AMZN, BNDX, BABA 13F-HR 8/11/2020, 01:28 PM
Q1 2020 5,257 $426B +$50.7B -$46.9B +$3.76B SPY, MSFT, AAPL, AMZN, BNDX, BABA 13F-HR 5/12/2020, 11:33 AM
Q4 2019 5,606 $536B +$50.1B -$50.3B -$183M SPY, MSFT, AAPL, AMZN, BNDX, EFA 13F-HR 2/11/2020, 09:56 AM
Q3 2019 5,716 $502B +$44.4B -$51.5B -$7.17B SPY, MSFT, AMZN, AAPL, BNDX, EFA 13F-HR 11/12/2019, 02:13 PM
Q2 2019 5,765 $511B +$61.4B -$46.8B +$14.6B SPY, MSFT, AMZN, AAPL, EFA, PFE 13F-HR 8/7/2019, 12:50 PM
Q1 2019 5,746 $490B +$48.7B -$45.8B +$2.87B SPY, MSFT, AMZN, AAPL, EFA, GOOG 13F-HR 5/7/2019, 12:27 PM
Q4 2018 5,683 $432B +$48.9B -$54.4B -$5.48B SPY, MSFT, AMZN, AAPL, EFA, PFE 13F-HR 2/11/2019, 10:43 AM
Q3 2018 5,686 $522B +$55.7B -$42.1B +$13.5B SPY, MSFT, AAPL, AMZN, EFA, UNH RESTATEMENT 11/13/2018, 02:56 PM
Q2 2018 5,550 $486B +$58.1B -$41.3B +$16.9B SPY, MSFT, EFA, AAPL, AMZN, UNH 13F-HR 8/14/2018, 01:04 PM
Q1 2018 5,374 $467B +$49.4B -$47B +$2.42B SPY, EFA, MSFT, AAPL, AMZN, BAC 13F-HR 5/10/2018, 01:44 PM
Q4 2017 5,437 $475B +$44.7B -$45.8B -$1.12B SPY, EFA, AAPL, MSFT, BAC, UNH 13F-HR 2/13/2018, 12:25 PM
Q3 2017 4,970 $453B +$42.2B -$34.6B +$7.63B SPY, EFA, AAPL, MSFT, BAC, UNH 13F-HR 11/9/2017, 11:42 AM
Q2 2017 4,946 $438B +$46.2B -$50.4B -$4.21B SPY, EFA, AAPL, MSFT, UNH, BAC 13F-HR 8/9/2017, 10:08 AM
Q1 2017 5,045 $438B +$43.1B -$39.6B +$3.42B SPY, EFA, AAPL, MSFT, GOOG, WFC 13F-HR 5/10/2017, 10:03 AM
Q4 2016 5,003 $416B +$42.1B -$40.1B +$1.96B SPY, EFA, MSFT, AAPL, WFC, GOOG 13F-HR 2/6/2017, 03:07 PM
Q3 2016 4,525 $406B +$35.8B -$42.7B -$6.99B SPY, EFA, MSFT, AAPL, GOOG, WFC 13F-HR 11/4/2016, 04:01 PM
Q2 2016 4,762 $401B +$39.4B -$28.5B +$10.9B SPY, EFA, MSFT, WFC, AAPL, PFE 13F-HR 8/8/2016, 05:23 PM
Q1 2016 4,645 $391B +$48.7B -$43B +$5.72B SPY, EFA, MSFT, AAPL, WFC, GOOG 13F-HR 5/10/2016, 02:46 PM
Q4 2015 4,698 $398B +$49.9B -$31.5B +$18.4B SPY, AAPL, EFA, MSFT, WFC, GOOG 13F-HR 2/12/2016, 02:00 PM
Q3 2015 3,923 $374B +$49.4B -$41.2B +$8.22B SPY, AAPL, EFA, WFC, MSFT, IJH 13F-HR 11/13/2015, 10:55 AM
Q2 2015 4,024 $424B +$46.7B -$40.5B +$6.24B SPY, AAPL, EFA, WFC, MSFT, IJH 13F-HR 8/14/2015, 04:57 PM
Q1 2015 4,069 $439B +$53.4B -$46.5B +$6.87B SPY, AAPL, WFC, EFA, JNJ, MSFT 13F-HR 5/15/2015, 05:04 PM
Q4 2014 4,240 $437B +$51.9B -$44.4B +$7.45B SPY, EFA, AAPL, JNJ, WFC, MSFT 13F-HR 2/13/2015, 02:52 PM
Q3 2014 4,176 $422B +$61.7B -$28.2B +$33.4B SPY, EFA, JNJ, AAPL, WFC, XOM RESTATEMENT 12/8/2014, 02:49 PM
Q2 2014 3,494 $394B +$60.4B -$27.4B +$33B SPY, EFA, JNJ, WFC, AAPL, XOM RESTATEMENT 9/3/2014, 04:57 PM
Q1 2014 3,547 $362B +$41B -$28.3B +$12.7B SPY, GOOGLXXXX, EFA, JNJ, XOM, WFC 13F-HR 5/15/2014, 04:21 PM
Q4 2013 4,072 $352B SPY, GOOGLXXXX, XOM, JNJ, EFA, WFC RESTATEMENT 2/26/2014, 03:33 PM