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JPMORGAN CHASE & CO: JPHY position timeline

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

JPMORGAN CHASE & CO held 1,011,477 JPHY 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 1,011,477 shares
    Change vs previous 13F +159,824 shares

    <0.01% of the 13F portfolio, value $51,034,981.

    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 851,653 shares
    Change vs previous 13F +48,809 shares

    <0.01% of the 13F portfolio, value $42,376,891.

    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 802,844 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $40,615,878.

    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).