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JPMORGAN CHASE & CO: MTBA position timeline

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

JPMORGAN CHASE & CO held 179,024 MTBA 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 179,024 shares
    Change vs previous 13F +33,259 shares

    <0.01% of the 13F portfolio, value $8,814,280.

    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 145,765 shares
    Change vs previous 13F +5,920 shares

    <0.01% of the 13F portfolio, value $7,189,153.

    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 139,845 shares
    Change vs previous 13F -33,637 shares

    <0.01% of the 13F portfolio, value $7,049,648.

    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 173,482 shares
    Change vs previous 13F +49,765 shares

    <0.01% of the 13F portfolio, value $8,734,835.

    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 123,717 shares
    Change vs previous 13F +5,582 shares

    <0.01% of the 13F portfolio, value $6,196,985.

    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 118,135 shares
    Change vs previous 13F -317 shares

    <0.01% of the 13F portfolio, value $5,923,310.

    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 118,452 shares
    Change vs previous 13F +7,680 shares

    <0.01% of the 13F portfolio, value $5,885,880.

    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 110,772 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,702,543.

    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).