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

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$1.16T
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, NY
Holdings Value

List of Other Managers Reporting for JPMORGAN CHASE & CO:

Name Holdings Value Location File Number
Russell Investments Group, Ltd. $62B London, United Kingdom 028-17598
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 6,284 $1.16T +$123B -$65.3B +$58.2B MSFT, NVDA, AAPL, AMZN, SPY 13F-HR 8/12/2024, 03:41 PM
Q1 2024 6,350 $1.12T +$112B -$53.4B +$59B MSFT, NVDA, SPY, AMZN, AAPL 13F-HR 5/10/2024, 03:09 PM
Q4 2023 6,441 $977B +$86.6B -$58.9B +$27.7B MSFT, AAPL, AMZN, SPY, NVDA 13F-HR 2/12/2024, 11:58 AM
Q3 2023 6,471 $857B +$62.7B -$47.5B +$15.2B MSFT, AAPL, SPY, AMZN, NVDA 13F-HR 11/14/2023, 08:12 AM
Q2 2023 5,967 $873B +$94.2B -$38.3B +$56B MSFT, AAPL, SPY, AMZN, NVDA 13F-HR 8/11/2023, 07:16 AM
Q1 2023 6,164 $770B +$79.2B -$48.8B +$30.4B MSFT, AAPL, SPY, AMZN, BNDX Restatement 5/18/2023, 12:45 PM
Q4 2022 6,079 $705B +$50.8B -$39.2B +$11.6B MSFT, SPY, AAPL, UNH, ABBV 13F-HR 2/13/2023, 12:46 PM
Q3 2022 5,929 $646B +$53.3B -$31.2B +$22.1B MSFT, SPY, AAPL, AMZN, UNH 13F-HR 11/14/2022, 09:12 AM
Q2 2022 6,014 $675B +$72.7B -$41.2B +$31.6B MSFT, SPY, AAPL, AMZN, UNH 13F-HR 8/11/2022, 06:46 AM
Q1 2022 6,268 $773B +$65.7B -$56.1B +$9.6B SPY, MSFT, AAPL, AMZN, GOOG 13F-HR 5/11/2022, 08:29 AM
Q4 2021 6,229 $806B +$58.7B -$54.9B +$3.79B SPY, MSFT, AAPL, AMZN, GOOG Restatement 2/11/2022, 02:27 PM
Q3 2021 5,919 $752B +$49.1B -$68.3B -$19.2B SPY, MSFT, AAPL, AMZN, GOOG 13F-HR 11/12/2021, 08:43 AM
Q2 2021 5,853 $778B +$97.4B -$60.3B +$37.1B SPY, MSFT, AAPL, AMZN, GOOG 13F-HR 8/12/2021, 11:55 AM
Q1 2021 5,497 $697B +$85B -$44B +$41B SPY, MSFT, AAPL, AMZN, GOOG 13F-HR 5/12/2021, 08:54 AM
Q4 2020 5,105 $621B +$64.2B -$59.4B +$4.8B SPY, AAPL, MSFT, AMZN, BNDX Restatement 2/19/2021, 12:44 PM
Q3 2020 4,982 $540B +$58.1B -$31.2B +$26.9B SPY, MSFT, AAPL, AMZN, BNDX Restatement 11/12/2020, 04:06 PM
Q2 2020 5,097 $490B +$50.8B -$44.5B +$6.25B SPY, MSFT, AAPL, AMZN, BNDX 13F-HR 8/11/2020, 01:28 PM
Q1 2020 5,073 $401B +$45.1B -$31.8B +$13.3B SPY, MSFT, AAPL, AMZN, BNDX 13F-HR 5/12/2020, 11:33 AM
Q4 2019 4,897 $488B +$34.9B -$48.9B -$14B SPY, MSFT, AAPL, AMZN, BNDX 13F-HR 2/11/2020, 10:56 AM
Q3 2019 5,011 $466B +$38.6B -$47.4B -$8.81B SPY, MSFT, AMZN, AAPL, BNDX 13F-HR 11/12/2019, 03:13 PM
Q2 2019 5,082 $472B +$49.5B -$41.9B +$7.57B SPY, MSFT, AMZN, AAPL, EFA 13F-HR 8/7/2019, 12:50 PM
Q1 2019 5,126 $453B +$37.9B -$38.8B -$866M SPY, MSFT, AMZN, AAPL, EFA 13F-HR 5/7/2019, 12:27 PM
Q4 2018 5,216 $400B +$41.5B -$53.2B -$11.7B SPY, MSFT, AMZN, AAPL, EFA 13F-HR 2/11/2019, 11:43 AM
Q3 2018 5,050 $483B +$45.3B -$38.2B +$7.03B SPY, MSFT, AAPL, AMZN, EFA Restatement 11/13/2018, 03:56 PM
Q2 2018 4,994 $450B +$43.5B -$42.5B +$957M SPY, MSFT, EFA, AAPL, AMZN 13F-HR 8/14/2018, 01:04 PM
Q1 2018 4,918 $439B +$41.3B -$42.8B -$1.52B SPY, EFA, MSFT, AAPL, AMZN 13F-HR 5/10/2018, 01:44 PM
Q4 2017 4,775 $445B +$36.8B -$40.7B -$3.87B SPY, EFA, AAPL, MSFT, BAC 13F-HR 2/13/2018, 01:25 PM
Q3 2017 4,429 $424B +$33B -$34.8B -$1.84B SPY, EFA, AAPL, MSFT, BAC 13F-HR 11/9/2017, 12:42 PM
Q2 2017 4,502 $411B +$37.7B -$35.6B +$2.07B SPY, EFA, AAPL, MSFT, UNH 13F-HR 8/9/2017, 10:08 AM
Q1 2017 4,585 $400B +$32.5B -$37.9B -$5.35B SPY, EFA, AAPL, MSFT, GOOG 13F-HR 5/10/2017, 10:03 AM
Q4 2016 4,546 $385B +$34.4B -$38.1B -$3.63B SPY, EFA, MSFT, AAPL, WFC 13F-HR 2/6/2017, 04:07 PM
Q3 2016 4,137 $377B +$30.8B -$41.1B -$10.3B SPY, EFA, MSFT, AAPL, GOOG 13F-HR 11/4/2016, 04:01 PM
Q2 2016 4,471 $372B +$30.6B -$30.5B +$58.2M SPY, EFA, MSFT, WFC, AAPL 13F-HR 8/8/2016, 05:23 PM
Q1 2016 4,358 $366B +$34.8B -$44B -$9.16B SPY, EFA, MSFT, AAPL, WFC 13F-HR 5/10/2016, 02:46 PM
Q4 2015 4,349 $378B +$40.3B -$34.1B +$6.14B SPY, AAPL, EFA, MSFT, WFC 13F-HR 2/12/2016, 03:00 PM
Q3 2015 3,530 $355B +$31.7B -$44.3B -$12.7B SPY, AAPL, EFA, WFC, MSFT 13F-HR 11/13/2015, 11:55 AM
Q2 2015 3,632 $403B +$37.9B -$34.2B +$3.79B SPY, AAPL, EFA, WFC, MSFT 13F-HR 8/14/2015, 04:57 PM
Q1 2015 3,635 $404B +$39.5B -$40.2B -$692M SPY, AAPL, WFC, EFA, JNJ 13F-HR 5/15/2015, 05:04 PM
Q4 2014 3,593 $400B +$37.2B -$35.1B +$2.16B SPY, EFA, AAPL, JNJ, WFC 13F-HR 2/13/2015, 03:52 PM
Q3 2014 3,631 $383B +$36.4B -$24.4B +$12B SPY, EFA, JNJ, AAPL, WFC Restatement 12/8/2014, 03:49 PM
Q2 2014 3,630 $374B +$43.2B -$30.3B +$12.9B SPY, EFA, JNJ, WFC, AAPL Restatement 9/3/2014, 04:57 PM
Q1 2014 3,691 $356B +$40.8B -$28.1B +$12.7B SPY, GOOGL, EFA, JNJ, XOM 13F-HR 5/15/2014, 04:21 PM
Q4 2013 3,810 $340B $0 $0 SPY, GOOGL, XOM, JNJ, EFA Restatement 2/26/2014, 04:33 PM