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JPMORGAN CHASE & CO: CEF position timeline

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

JPMORGAN CHASE & CO held 504,984 CEF 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 504,984 shares
    Change vs previous 13F -4,349 shares

    <0.01% of the 13F portfolio, value $20,143,829.

    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 509,333 shares
    Change vs previous 13F -12,156 shares

    <0.01% of the 13F portfolio, value $23,021,870.

    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 521,489 shares
    Change vs previous 13F -7,265 shares

    <0.01% of the 13F portfolio, value $23,884,235.

    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 528,754 shares
    Change vs previous 13F +61,063 shares

    <0.01% of the 13F portfolio, value $19,400,016.

    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 467,691 shares
    Change vs previous 13F +5,892 shares

    <0.01% of the 13F portfolio, value $14,077,515.

    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 461,799 shares
    Change vs previous 13F +32,977 shares

    <0.01% of the 13F portfolio, value $13,119,725.

    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 428,822 shares
    Change vs previous 13F +240,865 shares

    <0.01% of the 13F portfolio, value $10,188,824.

    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 187,957 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,603,067.

    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).