Skip to content
Disclosery

JPMORGAN CHASE & CO: UPBD position timeline

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

JPMORGAN CHASE & CO held 68,727 UPBD 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 68,727 shares
    Change vs previous 13F -5,784 shares

    <0.01% of the 13F portfolio, value $1,485,379.

    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 74,511 shares
    Change vs previous 13F -23,839 shares

    <0.01% of the 13F portfolio, value $1,341,943.

    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 98,350 shares
    Change vs previous 13F -168,712 shares

    <0.01% of the 13F portfolio, value $1,727,027.

    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 267,062 shares
    Change vs previous 13F +192,674 shares

    <0.01% of the 13F portfolio, value $6,310,675.

    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 74,388 shares
    Change vs previous 13F -200,433 shares

    <0.01% of the 13F portfolio, value $1,867,139.

    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 274,821 shares
    Change vs previous 13F +39,251 shares

    <0.01% of the 13F portfolio, value $6,584,711.

    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 235,570 shares
    Change vs previous 13F +53,173 shares

    <0.01% of the 13F portfolio, value $6,871,577.

    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 182,397 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,834,881.

    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).