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JPMORGAN CHASE & CO: OLLI position timeline

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

JPMORGAN CHASE & CO held 522,163 OLLI 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 522,163 shares
    Change vs previous 13F -30,194 shares

    <0.01% of the 13F portfolio, value $37,972,405.

    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 552,357 shares
    Change vs previous 13F -50,100 shares

    <0.01% of the 13F portfolio, value $49,900,008.

    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 602,457 shares
    Change vs previous 13F -10,293 shares

    <0.01% of the 13F portfolio, value $66,035,370.

    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 612,750 shares
    Change vs previous 13F -26,667 shares

    0.01% of the 13F portfolio, value $78,677,183.

    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 639,417 shares
    Change vs previous 13F +217,405 shares

    0.01% of the 13F portfolio, value $84,262,494.

    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 422,012 shares
    Change vs previous 13F -14,354 shares

    <0.01% of the 13F portfolio, value $49,105,316.

    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 436,366 shares
    Change vs previous 13F +247,065 shares

    <0.01% of the 13F portfolio, value $47,882,442.

    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 189,301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,400,057.

    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).