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

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 10, 2024
Value $
$1.12T
Notable people
Thomas S. Kenan, Sterling Holt 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 7,450 $1.04T +$87.1B -$58.7B +$28.3B MSFT, AAPL, AMZN, SPY, NVDA, META 13F-HR 2/12/2024, 11:58 AM
Q3 2023 7,937 $906B +$73B -$52.7B +$20.3B MSFT, AAPL, SPY, AMZN, NVDA, META 13F-HR 11/14/2023, 08:12 AM
Q2 2023 6,840 $920B +$102B -$50.5B +$51.2B MSFT, AAPL, SPY, AMZN, NVDA, META 13F-HR 8/11/2023, 07:16 AM
Q1 2023 6,149 $774B +$79.6B -$60.1B +$19.5B MSFT, AAPL, SPY, AMZN, BNDX, UNH RESTATEMENT 5/18/2023, 12:45 PM
Q4 2022 5,876 $714B +$57.4B -$40.2B +$17.2B MSFT, SPY, AAPL, UNH, ABBV, AMZN 13F-HR 2/13/2023, 11:46 AM
Q3 2022 5,912 $676B +$68.9B -$31.5B +$37.5B MSFT, SPY, AAPL, AMZN, UNH, BNDX 13F-HR 11/14/2022, 08:12 AM
Q2 2022 5,903 $655B +$78.2B -$48.3B +$29.9B MSFT, SPY, AAPL, AMZN, UNH, BNDX 13F-HR 8/11/2022, 06:46 AM
Q1 2022 5,919 $778B +$73.2B -$58.8B +$14.4B SPY, MSFT, AAPL, AMZN, GOOG, BBEU 13F-HR 5/11/2022, 08:29 AM
Q4 2021 6,005 $787B +$69.8B -$59.6B +$10.2B MSFT, AAPL, AMZN, GOOG, BBEU, BNDX RESTATEMENT 2/11/2022, 01:27 PM
Q3 2021 5,961 $762B +$62.1B -$75.7B -$13.5B SPY, MSFT, AAPL, AMZN, GOOG, BNDX 13F-HR 11/12/2021, 07:43 AM
Q2 2021 5,864 $812B +$108B -$43.3B +$65B SPY, MSFT, AAPL, AMZN, GOOG, META 13F-HR 8/12/2021, 11:55 AM
Q1 2021 5,701 $733B +$95.1B -$63B +$32.1B SPY, MSFT, AAPL, AMZN, GOOG, BNDX 13F-HR 5/12/2021, 08:54 AM
Q4 2020 5,315 $660B +$73.8B -$68.7B +$5.05B SPY, AAPL, MSFT, AMZN, BNDX, TSLA RESTATEMENT 2/19/2021, 11:44 AM
Q3 2020 5,193 $570B +$83.5B -$30.4B +$53B SPY, MSFT, AAPL, AMZN, BNDX, BABA RESTATEMENT 11/12/2020, 03:06 PM
Q2 2020 4,920 $487B +$51.7B -$46.3B +$5.33B SPY, MSFT, AAPL, AMZN, BNDX, BABA 13F-HR 8/11/2020, 01:28 PM
Q1 2020 4,797 $408B +$48B -$45.2B +$2.76B SPY, MSFT, AAPL, AMZN, BNDX, BABA 13F-HR 5/12/2020, 11:33 AM
Q4 2019 5,371 $523B +$49B -$48.6B +$355M SPY, MSFT, AAPL, AMZN, BNDX, EFA 13F-HR 2/11/2020, 09:56 AM
Q3 2019 5,421 $464B +$41.3B -$47.6B -$6.27B SPY, MSFT, AMZN, AAPL, BNDX, EFA 13F-HR 11/12/2019, 02:13 PM
Q2 2019 5,447 $480B +$59.5B -$42.6B +$17B SPY, MSFT, AMZN, AAPL, EFA, PFE 13F-HR 8/7/2019, 12:50 PM
Q1 2019 5,401 $459B +$42.8B -$43B -$194M SPY, MSFT, AMZN, AAPL, EFA, GOOG 13F-HR 5/7/2019, 12:27 PM
Q4 2018 5,259 $396B +$44.8B -$49.7B -$4.92B SPY, MSFT, AMZN, AAPL, EFA, PFE 13F-HR 2/11/2019, 10:43 AM
Q3 2018 5,414 $496B +$52.2B -$39.9B +$12.2B SPY, MSFT, AAPL, AMZN, EFA, UNH RESTATEMENT 11/13/2018, 02:56 PM
Q2 2018 5,279 $458B +$56.1B -$38.7B +$17.3B SPY, MSFT, EFA, AAPL, AMZN, UNH 13F-HR 8/14/2018, 01:04 PM
Q1 2018 5,102 $413B +$43.3B -$42.7B +$620M SPY, EFA, MSFT, AAPL, AMZN, BAC 13F-HR 5/10/2018, 01:44 PM
Q4 2017 5,284 $458B +$42.4B -$44.6B -$2.23B SPY, EFA, AAPL, MSFT, BAC, UNH 13F-HR 2/13/2018, 12:25 PM
Q3 2017 4,780 $440B +$40.1B -$33.4B +$6.77B SPY, EFA, AAPL, MSFT, BAC, UNH 13F-HR 11/9/2017, 11:42 AM
Q2 2017 4,716 $405B +$42.7B -$47.8B -$5.14B SPY, EFA, AAPL, MSFT, UNH, BAC 13F-HR 8/9/2017, 10:08 AM
Q1 2017 4,842 $422B +$41B -$37.7B +$3.24B SPY, EFA, AAPL, MSFT, GOOG, WFC 13F-HR 5/10/2017, 10:03 AM
Q4 2016 4,882 $407B +$41.1B -$38.3B +$2.73B SPY, EFA, MSFT, AAPL, WFC, GOOG 13F-HR 2/6/2017, 03:07 PM
Q3 2016 4,412 $402B +$35.1B -$42.3B -$7.12B SPY, EFA, MSFT, AAPL, GOOG, WFC 13F-HR 11/4/2016, 04:01 PM
Q2 2016 4,456 $390B +$37.8B -$27.1B +$10.7B SPY, EFA, MSFT, WFC, AAPL, PFE 13F-HR 8/8/2016, 05:23 PM
Q1 2016 4,363 $384B +$48B -$41.8B +$6.23B SPY, EFA, MSFT, AAPL, WFC, GOOG 13F-HR 5/10/2016, 02:46 PM
Q4 2015 4,352 $385B +$48.6B -$30.6B +$17.9B SPY, AAPL, EFA, MSFT, WFC, GOOG 13F-HR 2/12/2016, 02:00 PM
Q3 2015 3,684 $357B +$47.3B -$39.5B +$7.81B SPY, AAPL, EFA, WFC, MSFT, IJH 13F-HR 11/13/2015, 10:55 AM
Q2 2015 3,788 $412B +$45.2B -$39B +$6.18B SPY, AAPL, EFA, WFC, MSFT, IJH 13F-HR 8/14/2015, 04:57 PM
Q1 2015 3,848 $413B +$49.6B -$42.7B +$6.83B SPY, AAPL, WFC, EFA, JNJ, MSFT 13F-HR 5/15/2015, 05:04 PM
Q4 2014 4,007 $411B +$46.5B -$40B +$6.53B SPY, EFA, AAPL, JNJ, WFC, MSFT 13F-HR 2/13/2015, 02:52 PM
Q3 2014 3,920 $397B +$56.2B -$25.7B +$30.6B SPY, EFA, JNJ, AAPL, WFC, XOM RESTATEMENT 12/8/2014, 02:49 PM
Q2 2014 3,258 $369B +$45.4B -$26.3B +$19.2B SPY, EFA, JNJ, WFC, AAPL, XOM RESTATEMENT 9/3/2014, 04:57 PM
Q1 2014 3,319 $349B +$39.5B -$26.9B +$12.6B SPY, GOOGLXXXX, EFA, JNJ, XOM, WFC 13F-HR 5/15/2014, 04:21 PM
Q4 2013 3,864 $345B SPY, GOOGLXXXX, XOM, JNJ, EFA, WFC RESTATEMENT 2/26/2014, 03:33 PM