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JPMORGAN CHASE & CO: SRE position timeline

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

JPMORGAN CHASE & CO held 20,050,848 SRE 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 20,050,848 shares
    Change vs previous 13F +2,102,944 shares

    0.11% of the 13F portfolio, value $1,882,975,313.

    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 17,947,904 shares
    Change vs previous 13F +5,784,381 shares

    0.12% of the 13F portfolio, value $1,733,408,759.

    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 12,163,523 shares
    Change vs previous 13F +1,735,516 shares

    0.07% of the 13F portfolio, value $1,073,917,599.

    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 10,428,007 shares
    Change vs previous 13F +5,374,277 shares

    0.06% of the 13F portfolio, value $938,324,811.

    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 5,053,730 shares
    Change vs previous 13F +405,740 shares

    0.03% of the 13F portfolio, value $382,931,897.

    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 4,647,990 shares
    Change vs previous 13F +1,391,433 shares

    0.03% of the 13F portfolio, value $331,680,667.

    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 3,256,557 shares
    Change vs previous 13F -171,575 shares

    0.02% of the 13F portfolio, value $285,665,261.

    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 3,428,132 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $286,694,823.

    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).