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Disclosery

JPMORGAN CHASE & CO: CASS position timeline

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

JPMORGAN CHASE & CO held 11,572 CASS 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 11,572 shares
    Change vs previous 13F -238 shares

    <0.01% of the 13F portfolio, value $593,874.

    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 11,810 shares
    Change vs previous 13F -2,249 shares

    <0.01% of the 13F portfolio, value $519,404.

    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 14,059 shares
    Change vs previous 13F -4,628 shares

    <0.01% of the 13F portfolio, value $583,729.

    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 18,687 shares
    Change vs previous 13F +11,890 shares

    <0.01% of the 13F portfolio, value $734,960.

    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 6,797 shares
    Change vs previous 13F -13,186 shares

    <0.01% of the 13F portfolio, value $295,329.

    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 19,983 shares
    Change vs previous 13F -24,435 shares

    <0.01% of the 13F portfolio, value $864,266.

    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 44,418 shares
    Change vs previous 13F +21,177 shares

    <0.01% of the 13F portfolio, value $1,817,141.

    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 23,241 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $964,035.

    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).