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Disclosery

JPMORGAN CHASE & CO: LMBS position timeline

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

JPMORGAN CHASE & CO held 114,948 LMBS 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 114,948 shares
    Change vs previous 13F +21,888 shares

    <0.01% of the 13F portfolio, value $5,725,026.

    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 93,060 shares
    Change vs previous 13F -166 shares

    <0.01% of the 13F portfolio, value $4,625,092.

    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 93,226 shares
    Change vs previous 13F +7,686 shares

    <0.01% of the 13F portfolio, value $4,660,407.

    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 85,540 shares
    Change vs previous 13F -41,819 shares

    <0.01% of the 13F portfolio, value $4,259,047.

    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 127,359 shares
    Change vs previous 13F -41,562 shares

    <0.01% of the 13F portfolio, value $6,273,711.

    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 168,921 shares
    Change vs previous 13F +71,321 shares

    <0.01% of the 13F portfolio, value $8,304,197.

    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 97,600 shares
    Change vs previous 13F -27,557 shares

    <0.01% of the 13F portfolio, value $4,750,235.

    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 125,157 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,184,033.

    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).