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Disclosery

JPMORGAN CHASE & CO: TAGG position timeline

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

JPMORGAN CHASE & CO held 63,685 TAGG 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 63,685 shares
    Change vs previous 13F +62,251 shares

    <0.01% of the 13F portfolio, value $2,716,484.

    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 1,434 shares
    Change vs previous 13F -566 shares

    <0.01% of the 13F portfolio, value $60,959.

    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 2,000 shares
    Change vs previous 13F -905 shares

    <0.01% of the 13F portfolio, value $86,080.

    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 2,905 shares
    Change vs previous 13F -153 shares

    <0.01% of the 13F portfolio, value $125,089.

    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 3,058 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $130,506.

    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).