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Disclosery

JPMORGAN CHASE & CO: UI position timeline

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

JPMORGAN CHASE & CO held 48,222 UI 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 48,222 shares
    Change vs previous 13F +5,149 shares

    <0.01% of the 13F portfolio, value $26,315,710.

    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 43,073 shares
    Change vs previous 13F +18,198 shares

    <0.01% of the 13F portfolio, value $31,742,648.

    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 24,875 shares
    Change vs previous 13F +9,034 shares

    <0.01% of the 13F portfolio, value $13,764,581.

    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 15,841 shares
    Change vs previous 13F -223 shares

    <0.01% of the 13F portfolio, value $10,464,248.

    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 16,064 shares
    Change vs previous 13F -267 shares

    <0.01% of the 13F portfolio, value $6,612,745.

    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 16,331 shares
    Change vs previous 13F +3,542 shares

    <0.01% of the 13F portfolio, value $5,064,896.

    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 12,789 shares
    Change vs previous 13F -17,024 shares

    <0.01% of the 13F portfolio, value $4,245,053.

    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 29,813 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,610,140.

    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).