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JPMORGAN CHASE & CO: IWM position timeline

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

JPMORGAN CHASE & CO held 3,368,229 IWM 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 3,368,229 shares
    Change vs previous 13F -2,788,419 shares

    0.06% of the 13F portfolio, value $1,007,000,390.

    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 6,156,648 shares
    Change vs previous 13F +2,063,362 shares

    0.1% of the 13F portfolio, value $1,475,194,873.

    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 4,093,286 shares
    Change vs previous 13F -3,652,046 shares

    0.07% of the 13F portfolio, value $1,007,603,509.

    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 7,745,332 shares
    Change vs previous 13F -433,589 shares

    0.12% of the 13F portfolio, value $1,874,060,821.

    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 8,178,921 shares
    Change vs previous 13F +2,134,779 shares

    0.12% of the 13F portfolio, value $1,764,929,627.

    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 6,044,142 shares
    Change vs previous 13F +2,262,696 shares

    0.09% of the 13F portfolio, value $1,205,746,095.

    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 3,781,446 shares
    Change vs previous 13F -531,958 shares

    0.07% of the 13F portfolio, value $835,548,663.

    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 4,313,404 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $952,788,043.

    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).