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Disclosery

JPMORGAN CHASE & CO: SRI position timeline

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

JPMORGAN CHASE & CO held 13,634 SRI 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 13,634 shares
    Change vs previous 13F +13,634 shares

    <0.01% of the 13F portfolio, value $103,346.

    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 0 shares
    Change vs previous 13F -121,239 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 121,239 shares
    Change vs previous 13F -211,606 shares

    <0.01% of the 13F portfolio, value $701,974.

    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 332,845 shares
    Change vs previous 13F -281,693 shares

    <0.01% of the 13F portfolio, value $2,536,279.

    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 614,538 shares
    Change vs previous 13F +122,897 shares

    <0.01% of the 13F portfolio, value $4,326,347.

    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 491,641 shares
    Change vs previous 13F +219,181 shares

    <0.01% of the 13F portfolio, value $2,256,633.

    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 272,460 shares
    Change vs previous 13F +215,764 shares

    <0.01% of the 13F portfolio, value $1,708,325.

    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 56,696 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $634,428.

    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).