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JPMORGAN CHASE & CO: SMLF position timeline

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

JPMORGAN CHASE & CO held 125,857 SMLF 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 125,857 shares
    Change vs previous 13F -2,895 shares

    <0.01% of the 13F portfolio, value $11,152,253.

    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 128,752 shares
    Change vs previous 13F +2,441 shares

    <0.01% of the 13F portfolio, value $9,405,335.

    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 126,311 shares
    Change vs previous 13F -818 shares

    <0.01% of the 13F portfolio, value $9,458,168.

    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 127,129 shares
    Change vs previous 13F +3,880 shares

    <0.01% of the 13F portfolio, value $9,452,044.

    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 123,249 shares
    Change vs previous 13F -49,984 shares

    <0.01% of the 13F portfolio, value $8,374,772.

    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 173,233 shares
    Change vs previous 13F +15,371 shares

    <0.01% of the 13F portfolio, value $10,768,166.

    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 157,862 shares
    Change vs previous 13F +138,390 shares

    <0.01% of the 13F portfolio, value $10,655,688.

    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 19,472 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,291,970.

    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).