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Disclosery

JPMORGAN CHASE & CO: USMV position timeline

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

JPMORGAN CHASE & CO held 2,029,125 USMV 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 2,029,125 shares
    Change vs previous 13F +163,144 shares

    0.01% of the 13F portfolio, value $195,120,717.

    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 1,865,981 shares
    Change vs previous 13F -1,676,782 shares

    0.01% of the 13F portfolio, value $171,091,893.

    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 3,542,763 shares
    Change vs previous 13F +198,476 shares

    0.02% of the 13F portfolio, value $333,586,597.

    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 3,344,287 shares
    Change vs previous 13F -85,642 shares

    0.02% of the 13F portfolio, value $318,175,631.

    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 3,429,929 shares
    Change vs previous 13F -416,100 shares

    0.02% of the 13F portfolio, value $321,967,596.

    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 3,846,029 shares
    Change vs previous 13F +568,565 shares

    0.03% of the 13F portfolio, value $360,219,164.

    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 3,277,464 shares
    Change vs previous 13F -209,097 shares

    0.02% of the 13F portfolio, value $291,006,077.

    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 3,486,561 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $318,357,955.

    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).