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JPMORGAN CHASE & CO: OPFI position timeline

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

JPMORGAN CHASE & CO held 285,021 OPFI 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 285,021 shares
    Change vs previous 13F -380,035 shares

    <0.01% of the 13F portfolio, value $2,684,897.

    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 665,056 shares
    Change vs previous 13F -73,224 shares

    <0.01% of the 13F portfolio, value $5,061,077.

    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 738,280 shares
    Change vs previous 13F -41,978 shares

    <0.01% of the 13F portfolio, value $7,722,409.

    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 780,258 shares
    Change vs previous 13F +483,859 shares

    <0.01% of the 13F portfolio, value $8,840,323.

    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 296,399 shares
    Change vs previous 13F +287,418 shares

    <0.01% of the 13F portfolio, value $4,146,621.

    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 8,981 shares
    Change vs previous 13F -127,327 shares

    <0.01% of the 13F portfolio, value $83,523.

    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 136,308 shares
    Change vs previous 13F +99,723 shares

    <0.01% of the 13F portfolio, value $1,044,120.

    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 36,585 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $173,048.

    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).