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Disclosery

JPMORGAN CHASE & CO: HESM position timeline

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

JPMORGAN CHASE & CO held 1,906,588 HESM 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 1,906,588 shares
    Change vs previous 13F +65,483 shares

    <0.01% of the 13F portfolio, value $71,191,997.

    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 1,841,105 shares
    Change vs previous 13F +102,416 shares

    <0.01% of the 13F portfolio, value $72,723,648.

    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 1,738,689 shares
    Change vs previous 13F -530,457 shares

    <0.01% of the 13F portfolio, value $59,984,771.

    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 2,269,146 shares
    Change vs previous 13F +1,456,627 shares

    <0.01% of the 13F portfolio, value $78,398,995.

    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 812,519 shares
    Change vs previous 13F -827,919 shares

    <0.01% of the 13F portfolio, value $31,290,106.

    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 1,640,438 shares
    Change vs previous 13F +1,344,935 shares

    0.01% of the 13F portfolio, value $69,374,124.

    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 295,503 shares
    Change vs previous 13F +113,080 shares

    <0.01% of the 13F portfolio, value $10,942,476.

    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 182,423 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,434,060.

    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).