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JPMORGAN CHASE & CO: IIIV position timeline

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

JPMORGAN CHASE & CO held 9,541 IIIV 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 9,541 shares
    Change vs previous 13F -1,091 shares

    <0.01% of the 13F portfolio, value $201,315.

    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 10,632 shares
    Change vs previous 13F -1,350 shares

    <0.01% of the 13F portfolio, value $243,473.

    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 11,982 shares
    Change vs previous 13F +954 shares

    <0.01% of the 13F portfolio, value $301,827.

    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 11,028 shares
    Change vs previous 13F -1,355 shares

    <0.01% of the 13F portfolio, value $357,969.

    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 12,383 shares
    Change vs previous 13F +1,266 shares

    <0.01% of the 13F portfolio, value $340,285.

    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 11,117 shares
    Change vs previous 13F -4,760 shares

    <0.01% of the 13F portfolio, value $274,256.

    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 15,877 shares
    Change vs previous 13F +6,035 shares

    <0.01% of the 13F portfolio, value $365,806.

    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 9,842 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,733.

    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).