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JPMORGAN CHASE & CO: IWD position timeline

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

JPMORGAN CHASE & CO held 8,498,901 IWD 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 8,498,901 shares
    Change vs previous 13F -146,259 shares

    0.12% of the 13F portfolio, value $2,063,108,770.

    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 8,645,160 shares
    Change vs previous 13F -606,550 shares

    0.12% of the 13F portfolio, value $1,810,469,640.

    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 9,251,710 shares
    Change vs previous 13F +338,948 shares

    0.13% of the 13F portfolio, value $1,946,004,757.

    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 8,912,762 shares
    Change vs previous 13F -240,238 shares

    0.12% of the 13F portfolio, value $1,814,549,368.

    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 9,153,000 shares
    Change vs previous 13F +67,043 shares

    0.12% of the 13F portfolio, value $1,777,787,255.

    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 9,085,957 shares
    Change vs previous 13F -166,086 shares

    0.13% of the 13F portfolio, value $1,709,613,843.

    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 9,252,043 shares
    Change vs previous 13F +671,710 shares

    0.14% of the 13F portfolio, value $1,712,830,824.

    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 8,580,333 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,628,547,373.

    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).