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Disclosery

JPMORGAN CHASE & CO: HTLD position timeline

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

JPMORGAN CHASE & CO held 107,216 HTLD 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 107,216 shares
    Change vs previous 13F -69,887 shares

    <0.01% of the 13F portfolio, value $1,657,561.

    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 177,103 shares
    Change vs previous 13F +42,566 shares

    <0.01% of the 13F portfolio, value $1,797,596.

    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 134,537 shares
    Change vs previous 13F +65,662 shares

    <0.01% of the 13F portfolio, value $1,214,869.

    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 68,875 shares
    Change vs previous 13F +44,566 shares

    <0.01% of the 13F portfolio, value $577,173.

    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 24,309 shares
    Change vs previous 13F -219,038 shares

    <0.01% of the 13F portfolio, value $210,029.

    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 243,347 shares
    Change vs previous 13F -45,028 shares

    <0.01% of the 13F portfolio, value $2,243,659.

    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 288,375 shares
    Change vs previous 13F +161,222 shares

    <0.01% of the 13F portfolio, value $3,235,567.

    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 127,153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,561,440.

    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).