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Disclosery

JPMORGAN CHASE & CO: SAMG position timeline

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

JPMORGAN CHASE & CO held 2,950 SAMG 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 2,950 shares
    Change vs previous 13F -1,838 shares

    <0.01% of the 13F portfolio, value $30,385.

    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 4,788 shares
    Change vs previous 13F -5,874 shares

    <0.01% of the 13F portfolio, value $65,116.

    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 10,662 shares
    Change vs previous 13F -4,862 shares

    <0.01% of the 13F portfolio, value $161,956.

    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 15,524 shares
    Change vs previous 13F +1,315 shares

    <0.01% of the 13F portfolio, value $244,504.

    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 14,209 shares
    Change vs previous 13F -7,497 shares

    <0.01% of the 13F portfolio, value $225,355.

    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 21,706 shares
    Change vs previous 13F -13,877 shares

    <0.01% of the 13F portfolio, value $355,111.

    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 35,583 shares
    Change vs previous 13F +14,978 shares

    <0.01% of the 13F portfolio, value $654,371.

    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 20,605 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $355,229.

    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).