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JPMORGAN CHASE & CO: HRB position timeline

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

JPMORGAN CHASE & CO held 556,757 HRB 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 556,757 shares
    Change vs previous 13F -9,653 shares

    <0.01% of the 13F portfolio, value $21,501,938.

    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 566,410 shares
    Change vs previous 13F -65,101 shares

    <0.01% of the 13F portfolio, value $17,921,235.

    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 631,511 shares
    Change vs previous 13F -18,323 shares

    <0.01% of the 13F portfolio, value $27,521,294.

    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 649,834 shares
    Change vs previous 13F -89,293 shares

    <0.01% of the 13F portfolio, value $32,862,141.

    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 739,127 shares
    Change vs previous 13F -204,279 shares

    <0.01% of the 13F portfolio, value $40,570,722.

    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 943,406 shares
    Change vs previous 13F +298,989 shares

    <0.01% of the 13F portfolio, value $51,802,428.

    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 644,417 shares
    Change vs previous 13F -109,870 shares

    <0.01% of the 13F portfolio, value $34,051,021.

    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 754,287 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,934,940.

    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).