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JPMORGAN CHASE & CO: UFCS position timeline

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

JPMORGAN CHASE & CO held 82,648 UFCS 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 82,648 shares
    Change vs previous 13F +29,113 shares

    <0.01% of the 13F portfolio, value $4,351,418.

    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 53,535 shares
    Change vs previous 13F -22,678 shares

    <0.01% of the 13F portfolio, value $1,993,108.

    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 76,213 shares
    Change vs previous 13F -56,681 shares

    <0.01% of the 13F portfolio, value $2,770,343.

    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 132,894 shares
    Change vs previous 13F -44,303 shares

    <0.01% of the 13F portfolio, value $4,042,634.

    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 177,197 shares
    Change vs previous 13F -17,502 shares

    <0.01% of the 13F portfolio, value $5,085,554.

    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 194,699 shares
    Change vs previous 13F +16,822 shares

    <0.01% of the 13F portfolio, value $5,735,833.

    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 177,877 shares
    Change vs previous 13F +78,254 shares

    <0.01% of the 13F portfolio, value $5,060,601.

    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 99,623 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,085,109.

    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).