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JPMORGAN CHASE & CO: FHI position timeline

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

JPMORGAN CHASE & CO held 255,507 FHI 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 255,507 shares
    Change vs previous 13F -81,754 shares

    <0.01% of the 13F portfolio, value $14,622,074.

    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 337,261 shares
    Change vs previous 13F +48,843 shares

    <0.01% of the 13F portfolio, value $18,947,323.

    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 288,418 shares
    Change vs previous 13F +69,677 shares

    <0.01% of the 13F portfolio, value $15,017,926.

    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 218,741 shares
    Change vs previous 13F -43,052 shares

    <0.01% of the 13F portfolio, value $11,359,220.

    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 261,793 shares
    Change vs previous 13F +28,575 shares

    <0.01% of the 13F portfolio, value $11,602,665.

    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 233,218 shares
    Change vs previous 13F -35,003 shares

    <0.01% of the 13F portfolio, value $9,508,297.

    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 268,221 shares
    Change vs previous 13F +16,399 shares

    <0.01% of the 13F portfolio, value $11,026,564.

    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 251,822 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,259,495.

    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).