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JPMORGAN CHASE & CO: OBDC position timeline

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

JPMORGAN CHASE & CO held 3,316,143 OBDC 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 3,316,143 shares
    Change vs previous 13F +390,989 shares

    <0.01% of the 13F portfolio, value $36,974,994.

    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 2,925,154 shares
    Change vs previous 13F -339,555 shares

    <0.01% of the 13F portfolio, value $31,854,927.

    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 3,264,709 shares
    Change vs previous 13F +826,376 shares

    <0.01% of the 13F portfolio, value $40,580,333.

    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 2,438,333 shares
    Change vs previous 13F -41,580 shares

    <0.01% of the 13F portfolio, value $31,137,513.

    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 2,479,913 shares
    Change vs previous 13F +167,123 shares

    <0.01% of the 13F portfolio, value $35,561,952.

    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 2,312,790 shares
    Change vs previous 13F -123,916 shares

    <0.01% of the 13F portfolio, value $33,905,502.

    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 2,436,706 shares
    Change vs previous 13F +174,759 shares

    <0.01% of the 13F portfolio, value $36,842,994.

    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 2,261,947 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,956,562.

    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).