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JPMORGAN CHASE & CO: SCHZ position timeline

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

JPMORGAN CHASE & CO held 14,422,540 SCHZ 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 14,422,540 shares
    Change vs previous 13F +1,139,890 shares

    0.02% of the 13F portfolio, value $335,035,621.

    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 13,282,650 shares
    Change vs previous 13F +694,430 shares

    0.02% of the 13F portfolio, value $307,626,193.

    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 12,588,220 shares
    Change vs previous 13F +451,820 shares

    0.02% of the 13F portfolio, value $294,186,720.

    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 12,136,400 shares
    Change vs previous 13F -288,817 shares

    0.02% of the 13F portfolio, value $284,841,309.

    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 12,425,217 shares
    Change vs previous 13F +157,994 shares

    0.02% of the 13F portfolio, value $288,762,063.

    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 12,267,223 shares
    Change vs previous 13F +546,711 shares

    0.02% of the 13F portfolio, value $284,108,898.

    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 11,720,512 shares
    Change vs previous 13F +5,390,455 shares

    0.02% of the 13F portfolio, value $266,055,634.

    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 6,330,057 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $300,804,331.

    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).