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JPMORGAN CHASE & CO: SD position timeline

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

JPMORGAN CHASE & CO held 64,229 SD 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 64,229 shares
    Change vs previous 13F +5,333 shares

    <0.01% of the 13F portfolio, value $886,360.

    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 58,896 shares
    Change vs previous 13F -39,105 shares

    <0.01% of the 13F portfolio, value $1,002,410.

    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 98,001 shares
    Change vs previous 13F +4,433 shares

    <0.01% of the 13F portfolio, value $1,414,154.

    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 93,568 shares
    Change vs previous 13F +27,850 shares

    <0.01% of the 13F portfolio, value $1,055,446.

    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 65,718 shares
    Change vs previous 13F -18,372 shares

    <0.01% of the 13F portfolio, value $711,068.

    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 84,090 shares
    Change vs previous 13F -66,643 shares

    <0.01% of the 13F portfolio, value $960,307.

    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 150,733 shares
    Change vs previous 13F +89,313 shares

    <0.01% of the 13F portfolio, value $1,765,084.

    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 61,420 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $751,167.

    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).