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Disclosery

JPMORGAN CHASE & CO: IWC position timeline

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

JPMORGAN CHASE & CO held 38,140 IWC 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 38,140 shares
    Change vs previous 13F -742 shares

    <0.01% of the 13F portfolio, value $7,572,724.

    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 38,882 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $5,961,020.

    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 39,124 shares
    Change vs previous 13F -306 shares

    <0.01% of the 13F portfolio, value $6,169,876.

    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 39,430 shares
    Change vs previous 13F -2,131 shares

    <0.01% of the 13F portfolio, value $5,878,640.

    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 41,561 shares
    Change vs previous 13F -4,138 shares

    <0.01% of the 13F portfolio, value $5,305,696.

    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 45,699 shares
    Change vs previous 13F -654 shares

    <0.01% of the 13F portfolio, value $5,068,492.

    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 46,353 shares
    Change vs previous 13F +1,249 shares

    <0.01% of the 13F portfolio, value $6,043,522.

    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 45,104 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,562,225.

    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).