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JPMORGAN CHASE & CO: PBW position timeline

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

JPMORGAN CHASE & CO held 1,404 PBW 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 1,404 shares
    Change vs previous 13F -344 shares

    <0.01% of the 13F portfolio, value $53,493.

    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 1,748 shares
    Change vs previous 13F +232 shares

    <0.01% of the 13F portfolio, value $52,580.

    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 1,516 shares
    Change vs previous 13F -2,063 shares

    <0.01% of the 13F portfolio, value $46,299.

    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 3,579 shares
    Change vs previous 13F +2,164 shares

    <0.01% of the 13F portfolio, value $103,361.

    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 1,415 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $28,187.

    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 990 shares
    Change vs previous 13F -349 shares

    <0.01% of the 13F portfolio, value $15,583.

    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 1,339 shares
    Change vs previous 13F +772 shares

    <0.01% of the 13F portfolio, value $26,794.

    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 567 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,357.

    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).