Wellington Management · JPM Holdings Trend
JPMorgan Chase · SEC 13F
Wellington Management Holdings of JPM by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 39.0M | $7.8B | — |
| 2024Q2 | 35.9M | $7.3B | -7.0% |
| 2024Q3 | 29.8M | $6.3B | -13.5% |
| 2024Q4 | 29.3M | $7.0B | +11.9% |
| 2025Q1 | 23.9M | $5.9B | -16.7% |
| 2025Q2 | 20.5M | $5.9B | +1.6% |
| 2025Q3 | 13.8M | $4.4B | -26.7% |
| 2025Q4 | 10.4M | $3.3B | -23.2% |
| 2026Q1 | 3.8M | $1.1B | -66.3% |
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Data source: SEC EDGAR Form 13F