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Disclosery

JPMORGAN CHASE & CO: BALI position timeline

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

JPMORGAN CHASE & CO held 613,047 BALI 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 613,047 shares
    Change vs previous 13F +161,468 shares

    <0.01% of the 13F portfolio, value $20,622,909.

    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 451,579 shares
    Change vs previous 13F +144,071 shares

    <0.01% of the 13F portfolio, value $13,565,449.

    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 307,508 shares
    Change vs previous 13F +12,886 shares

    <0.01% of the 13F portfolio, value $9,741,884.

    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 294,622 shares
    Change vs previous 13F +4,591 shares

    <0.01% of the 13F portfolio, value $9,351,333.

    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 290,031 shares
    Change vs previous 13F +99,721 shares

    <0.01% of the 13F portfolio, value $8,732,850.

    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 190,310 shares
    Change vs previous 13F +31,245 shares

    <0.01% of the 13F portfolio, value $5,479,031.

    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 159,065 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,811,733.

    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).