Historical position

J.P. Morgan Asset Management’s Block Inc (XYZ) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

JPMorgan Chase & Co. (consolidated SEC filer)Verified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2021Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares17.24MHighest verified quarter-end share count
Quarters reported12Verified quarters with shares above zero
What happened?

JPMorgan Chase & Co. (consolidated SEC filer) first reported Block Inc in Q3 2021. The reported position was increased and reduced across later filings. Verified positive position history runs through Q2 2025. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2025
Sold 88.7% of the position−4.39M shares · 556.31K shares remained
Filing context

Quarter-end price $67.94

Q1 2025
Sold 71.3% of the position−12.29M shares · 4.94M shares remained
Filing context

Quarter-end price $54.33

Q4 2024
Bought 8.5% more+1.35M shares · 17.24M shares reported after the change
Filing context

Quarter-end price $84.99

Q3 2024
Bought 9.2% more+1.33M shares · 15.89M shares reported after the change
Filing context

Quarter-end price $67.13

Q2 2024
Bought 76.3% more+6.30M shares · 14.56M shares reported after the change
Filing context

Quarter-end price $64.49

Q4 2023
Bought 47.4% more+1.97M shares · 6.12M shares reported after the change
Filing context

Quarter-end price $77.35

Portfolio importance

How important was Block Inc in JPMorgan Chase & Co. (consolidated SEC filer)’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q2 2025
Last reported rank#1506Rank unavailable
Peak portfolio weight0.1%Q3 2021
Best historical rank#181Q4 2024
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$76.422026-09-25

Market context only; not an investor transaction price.

Latest filing quarter-end price$67.94Q2 2025

Derived from validated reported value and shares where supported.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

The reported holdings and portfolio value cover JPMorgan Chase & Co.'s consolidated 13F filing, not J.P. Morgan Asset Management alone, a single fund, or the firm's total assets under management. The displayed holdings and history are bounded selections; weights use the full reported 13F value. Portfolio performance is not published, and position-level estimates remain withheld unless their evidence gates pass.