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JPMORGAN CHASE & CO: SMA position timeline

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

JPMORGAN CHASE & CO held 259,427 SMA 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 259,427 shares
    Change vs previous 13F +40,231 shares

    <0.01% of the 13F portfolio, value $8,529,961.

    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 219,196 shares
    Change vs previous 13F -204,463 shares

    <0.01% of the 13F portfolio, value $6,527,657.

    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 423,659 shares
    Change vs previous 13F +134,397 shares

    <0.01% of the 13F portfolio, value $13,108,011.

    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 289,262 shares
    Change vs previous 13F +202,187 shares

    <0.01% of the 13F portfolio, value $10,887,821.

    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 87,075 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,154,727.

    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).