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Disclosery

JPMORGAN CHASE & CO: ARES position timeline

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

JPMORGAN CHASE & CO held 5,392,155 ARES 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 5,392,155 shares
    Change vs previous 13F +869,811 shares

    0.03% of the 13F portfolio, value $580,195,971.

    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 4,522,344 shares
    Change vs previous 13F -2,487,050 shares

    0.03% of the 13F portfolio, value $486,875,651.

    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 7,009,394 shares
    Change vs previous 13F -790,494 shares

    0.08% of the 13F portfolio, value $1,132,928,526.

    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 7,799,888 shares
    Change vs previous 13F -391,568 shares

    0.08% of the 13F portfolio, value $1,247,130,713.

    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 8,191,456 shares
    Change vs previous 13F -116,874 shares

    0.1% of the 13F portfolio, value $1,418,767,461.

    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 8,308,330 shares
    Change vs previous 13F +30,451 shares

    0.09% of the 13F portfolio, value $1,218,084,270.

    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 8,277,879 shares
    Change vs previous 13F +33,700 shares

    0.12% of the 13F portfolio, value $1,465,433,085.

    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 8,244,179 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,284,772,916.

    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).