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JPMORGAN CHASE & CO: OC position timeline

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

JPMORGAN CHASE & CO held 1,066,825 OC 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 1,066,825 shares
    Change vs previous 13F -173,379 shares

    0.01% of the 13F portfolio, value $167,044,363.

    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 1,240,204 shares
    Change vs previous 13F +146,572 shares

    0.01% of the 13F portfolio, value $129,378,151.

    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 1,093,632 shares
    Change vs previous 13F +182,298 shares

    0.01% of the 13F portfolio, value $122,388,433.

    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 911,334 shares
    Change vs previous 13F +454,382 shares

    0.01% of the 13F portfolio, value $128,917,416.

    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 456,952 shares
    Change vs previous 13F +28,814 shares

    <0.01% of the 13F portfolio, value $62,840,098.

    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 428,138 shares
    Change vs previous 13F -361,673 shares

    <0.01% of the 13F portfolio, value $61,146,732.

    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 789,811 shares
    Change vs previous 13F -7,932 shares

    0.01% of the 13F portfolio, value $134,520,619.

    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 797,743 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $140,817,595.

    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).