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Disclosery

JPMORGAN CHASE & CO: SMB position timeline

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

JPMORGAN CHASE & CO held 718,190 SMB 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 718,190 shares
    Change vs previous 13F +83,343 shares

    <0.01% of the 13F portfolio, value $12,464,188.

    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 634,847 shares
    Change vs previous 13F +86,227 shares

    <0.01% of the 13F portfolio, value $10,976,512.

    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 548,620 shares
    Change vs previous 13F +15,886 shares

    <0.01% of the 13F portfolio, value $9,551,478.

    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 532,734 shares
    Change vs previous 13F +20,280 shares

    <0.01% of the 13F portfolio, value $9,280,241.

    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 512,454 shares
    Change vs previous 13F +68,847 shares

    <0.01% of the 13F portfolio, value $8,844,959.

    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 443,607 shares
    Change vs previous 13F -80,353 shares

    <0.01% of the 13F portfolio, value $7,601,214.

    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 523,960 shares
    Change vs previous 13F +212,839 shares

    <0.01% of the 13F portfolio, value $8,954,490.

    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 311,121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,379,291.

    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).