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Disclosery

JPMORGAN CHASE & CO: LII position timeline

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

JPMORGAN CHASE & CO held 115,942 LII 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 115,942 shares
    Change vs previous 13F -7,270 shares

    <0.01% of the 13F portfolio, value $65,951,663.

    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 123,212 shares
    Change vs previous 13F +7,434 shares

    <0.01% of the 13F portfolio, value $54,704,935.

    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 115,778 shares
    Change vs previous 13F -80,926 shares

    <0.01% of the 13F portfolio, value $56,219,886.

    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 196,704 shares
    Change vs previous 13F +8,140 shares

    0.01% of the 13F portfolio, value $104,131,057.

    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 188,564 shares
    Change vs previous 13F -72,997 shares

    0.01% of the 13F portfolio, value $108,096,806.

    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 261,561 shares
    Change vs previous 13F -7,281 shares

    0.01% of the 13F portfolio, value $146,691,257.

    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 268,842 shares
    Change vs previous 13F +52,998 shares

    0.01% of the 13F portfolio, value $163,805,432.

    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 215,844 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $130,432,371.

    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).