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Disclosery

JPMORGAN CHASE & CO: ROIV position timeline

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

JPMORGAN CHASE & CO held 1,137,867 ROIV 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 1,137,867 shares
    Change vs previous 13F -399,652 shares

    <0.01% of the 13F portfolio, value $40,325,629.

    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 1,537,519 shares
    Change vs previous 13F +602,986 shares

    <0.01% of the 13F portfolio, value $40,605,880.

    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 934,533 shares
    Change vs previous 13F -294,664 shares

    <0.01% of the 13F portfolio, value $20,279,367.

    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 1,229,197 shares
    Change vs previous 13F +445,270 shares

    <0.01% of the 13F portfolio, value $18,597,751.

    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 783,927 shares
    Change vs previous 13F -23,838 shares

    <0.01% of the 13F portfolio, value $8,834,857.

    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 807,765 shares
    Change vs previous 13F +39,276 shares

    <0.01% of the 13F portfolio, value $8,150,349.

    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 768,489 shares
    Change vs previous 13F -54,093 shares

    <0.01% of the 13F portfolio, value $9,091,225.

    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 822,582 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,492,596.

    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).