Skip to content
Disclosery

JPMORGAN CHASE & CO: UPB position timeline

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

JPMORGAN CHASE & CO held 1,012,044 UPB 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 1,012,044 shares
    Change vs previous 13F +549,043 shares

    <0.01% of the 13F portfolio, value $7,013,464.

    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 463,001 shares
    Change vs previous 13F +352,721 shares

    <0.01% of the 13F portfolio, value $4,065,149.

    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 110,280 shares
    Change vs previous 13F +80,333 shares

    <0.01% of the 13F portfolio, value $2,994,102.

    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 29,947 shares
    Change vs previous 13F +13,478 shares

    <0.01% of the 13F portfolio, value $563,303.

    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 16,469 shares
    Change vs previous 13F +1,275 shares

    <0.01% of the 13F portfolio, value $180,830.

    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 15,194 shares
    Change vs previous 13F -32,598 shares

    <0.01% of the 13F portfolio, value $92,987.

    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 47,792 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $785,700.

    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).