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Disclosery

JPMORGAN CHASE & CO: AD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on AD, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 31,955 AD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,955 shares
    Change vs previous 13F -36,171 shares

    <0.01% of the 13F portfolio, value $1,188,644.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 68,126 shares
    Change vs previous 13F +19,376 shares

    <0.01% of the 13F portfolio, value $3,123,577.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,750 shares
    Change vs previous 13F +27,052 shares

    <0.01% of the 13F portfolio, value $2,613,975.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 21,698 shares
    Change vs previous 13F -4,747 shares

    <0.01% of the 13F portfolio, value $1,085,117.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,445 shares
    Change vs previous 13F -60,474 shares

    <0.01% of the 13F portfolio, value $1,691,687.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 86,919 shares
    Change vs previous 13F -6,862 shares

    <0.01% of the 13F portfolio, value $6,010,449.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 93,781 shares
    Change vs previous 13F +41,093 shares

    <0.01% of the 13F portfolio, value $5,881,944.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 52,688 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,879,400.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).