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Disclosery

JPMORGAN CHASE & CO: HGTY position timeline

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

JPMORGAN CHASE & CO held 740 HGTY 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 740 shares
    Change vs previous 13F -1,782 shares

    <0.01% of the 13F portfolio, value $8,702.

    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 2,522 shares
    Change vs previous 13F -18,154 shares

    <0.01% of the 13F portfolio, value $26,430.

    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 20,676 shares
    Change vs previous 13F +19,962 shares

    <0.01% of the 13F portfolio, value $277,885.

    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 714 shares
    Change vs previous 13F -13,162 shares

    <0.01% of the 13F portfolio, value $8,597.

    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 13,876 shares
    Change vs previous 13F -8,901 shares

    <0.01% of the 13F portfolio, value $140,287.

    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 22,777 shares
    Change vs previous 13F -6,362 shares

    <0.01% of the 13F portfolio, value $205,904.

    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 29,139 shares
    Change vs previous 13F +27,864 shares

    <0.01% of the 13F portfolio, value $281,191.

    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 1,275 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,967.

    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).