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JPMORGAN CHASE & CO: STZ position timeline

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

JPMORGAN CHASE & CO held 918,529 STZ 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 918,529 shares
    Change vs previous 13F -95,659 shares

    0.01% of the 13F portfolio, value $128,281,923.

    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 1,014,188 shares
    Change vs previous 13F -292,545 shares

    0.01% of the 13F portfolio, value $153,142,497.

    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 1,306,733 shares
    Change vs previous 13F -500,846 shares

    0.01% of the 13F portfolio, value $180,277,037.

    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 1,807,579 shares
    Change vs previous 13F -473,082 shares

    0.02% of the 13F portfolio, value $243,426,945.

    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 2,280,661 shares
    Change vs previous 13F +69,513 shares

    0.03% of the 13F portfolio, value $371,022,752.

    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 2,211,148 shares
    Change vs previous 13F -441,370 shares

    0.03% of the 13F portfolio, value $405,789,988.

    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 2,652,518 shares
    Change vs previous 13F -631,034 shares

    0.05% of the 13F portfolio, value $586,206,541.

    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 3,283,552 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $846,138,628.

    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).