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Disclosery

JPMORGAN CHASE & CO: CGDV position timeline

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

JPMORGAN CHASE & CO held 796,702 CGDV 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 796,702 shares
    Change vs previous 13F +246,990 shares

    <0.01% of the 13F portfolio, value $39,245,630.

    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 549,712 shares
    Change vs previous 13F +145,778 shares

    <0.01% of the 13F portfolio, value $22,791,101.

    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 403,934 shares
    Change vs previous 13F +121,831 shares

    <0.01% of the 13F portfolio, value $17,627,758.

    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 282,103 shares
    Change vs previous 13F +83,790 shares

    <0.01% of the 13F portfolio, value $11,856,849.

    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 198,313 shares
    Change vs previous 13F -3,408 shares

    <0.01% of the 13F portfolio, value $7,831,394.

    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 201,721 shares
    Change vs previous 13F -16,691 shares

    <0.01% of the 13F portfolio, value $7,189,371.

    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 218,412 shares
    Change vs previous 13F +4,737 shares

    <0.01% of the 13F portfolio, value $7,701,212.

    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 213,675 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,786,321.

    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).