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JPMORGAN CHASE & CO: JEPQ position timeline

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

JPMORGAN CHASE & CO held 23,134,698 JEPQ 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 23,134,698 shares
    Change vs previous 13F +497,067 shares

    0.08% of the 13F portfolio, value $1,404,276,248.

    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 22,637,631 shares
    Change vs previous 13F -1,033,750 shares

    0.08% of the 13F portfolio, value $1,217,225,467.

    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 23,671,381 shares
    Change vs previous 13F -4,335,731 shares

    0.09% of the 13F portfolio, value $1,375,780,677.

    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 28,007,112 shares
    Change vs previous 13F -1,156,022 shares

    0.1% of the 13F portfolio, value $1,610,969,207.

    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 29,163,134 shares
    Change vs previous 13F +7,027,261 shares

    0.11% of the 13F portfolio, value $1,586,474,571.

    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 22,135,873 shares
    Change vs previous 13F +1,879,853 shares

    0.09% of the 13F portfolio, value $1,146,196,772.

    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 20,256,020 shares
    Change vs previous 13F +2,805,860 shares

    0.09% of the 13F portfolio, value $1,142,034,473.

    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 17,450,160 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $958,537,300.

    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).