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Disclosery

JPMORGAN CHASE & CO: JEPI position timeline

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

JPMORGAN CHASE & CO held 5,838,036 JEPI 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 5,838,036 shares
    Change vs previous 13F -6,434,584 shares

    0.02% of the 13F portfolio, value $329,498,858.

    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 12,272,620 shares
    Change vs previous 13F +6,545,707 shares

    0.05% of the 13F portfolio, value $682,971,422.

    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 5,726,913 shares
    Change vs previous 13F -2,488,912 shares

    0.02% of the 13F portfolio, value $327,808,582.

    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 8,215,825 shares
    Change vs previous 13F -5,188,818 shares

    0.03% of the 13F portfolio, value $469,123,660.

    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 13,404,643 shares
    Change vs previous 13F -14,769,747 shares

    0.05% of the 13F portfolio, value $762,053,991.

    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 28,174,390 shares
    Change vs previous 13F +7,443,750 shares

    0.12% of the 13F portfolio, value $1,609,886,975.

    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 20,730,640 shares
    Change vs previous 13F -1,658,539 shares

    0.09% of the 13F portfolio, value $1,192,633,837.

    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 22,389,179 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,332,380,127.

    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).