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JPMORGAN CHASE & CO: JPEF position timeline

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

JPMORGAN CHASE & CO held 226,959 JPEF 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 226,959 shares
    Change vs previous 13F +13,194 shares

    <0.01% of the 13F portfolio, value $18,086,113.

    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 213,765 shares
    Change vs previous 13F +134,673 shares

    <0.01% of the 13F portfolio, value $14,950,724.

    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 79,092 shares
    Change vs previous 13F +7,855 shares

    <0.01% of the 13F portfolio, value $5,907,145.

    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 71,237 shares
    Change vs previous 13F +1,534 shares

    <0.01% of the 13F portfolio, value $5,277,949.

    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 69,703 shares
    Change vs previous 13F +17,328 shares

    <0.01% of the 13F portfolio, value $4,888,968.

    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 52,375 shares
    Change vs previous 13F +10,300 shares

    <0.01% of the 13F portfolio, value $3,334,192.

    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 42,075 shares
    Change vs previous 13F -11,042 shares

    <0.01% of the 13F portfolio, value $2,823,653.

    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 53,117 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,480,775.

    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).