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Disclosery

JPMORGAN CHASE & CO: REFI position timeline

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

JPMORGAN CHASE & CO held 7,930 REFI 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 7,930 shares
    Change vs previous 13F +541 shares

    <0.01% of the 13F portfolio, value $87,785.

    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 7,389 shares
    Change vs previous 13F -44,692 shares

    <0.01% of the 13F portfolio, value $86,156.

    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 52,081 shares
    Change vs previous 13F +4,172 shares

    <0.01% of the 13F portfolio, value $638,513.

    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 47,909 shares
    Change vs previous 13F +26,458 shares

    <0.01% of the 13F portfolio, value $612,756.

    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 21,451 shares
    Change vs previous 13F -13,431 shares

    <0.01% of the 13F portfolio, value $299,455.

    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 34,882 shares
    Change vs previous 13F -30,583 shares

    <0.01% of the 13F portfolio, value $512,766.

    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 65,465 shares
    Change vs previous 13F +31,391 shares

    <0.01% of the 13F portfolio, value $1,009,471.

    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 34,074 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $528,488.

    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).