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Disclosery

JPMORGAN CHASE & CO: UITB position timeline

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

JPMORGAN CHASE & CO held 181,659 UITB 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 181,659 shares
    Change vs previous 13F +7,472 shares

    <0.01% of the 13F portfolio, value $8,542,525.

    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 174,187 shares
    Change vs previous 13F +7,748 shares

    <0.01% of the 13F portfolio, value $8,165,051.

    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 166,439 shares
    Change vs previous 13F +14,552 shares

    <0.01% of the 13F portfolio, value $7,881,698.

    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 151,887 shares
    Change vs previous 13F +15,556 shares

    <0.01% of the 13F portfolio, value $7,217,690.

    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 136,331 shares
    Change vs previous 13F +2,648 shares

    <0.01% of the 13F portfolio, value $6,417,120.

    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 133,683 shares
    Change vs previous 13F +19,623 shares

    <0.01% of the 13F portfolio, value $6,275,082.

    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 114,060 shares
    Change vs previous 13F +6,829 shares

    <0.01% of the 13F portfolio, value $5,242,225.

    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 107,231 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,139,619.

    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).