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Disclosery

JPMORGAN CHASE & CO: USRT position timeline

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

JPMORGAN CHASE & CO held 162,212 USRT 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 162,212 shares
    Change vs previous 13F -5,430 shares

    <0.01% of the 13F portfolio, value $10,959,147.

    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 167,642 shares
    Change vs previous 13F +30,170 shares

    <0.01% of the 13F portfolio, value $9,783,602.

    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 137,472 shares
    Change vs previous 13F -66,388 shares

    <0.01% of the 13F portfolio, value $7,830,419.

    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 203,860 shares
    Change vs previous 13F -4,192 shares

    <0.01% of the 13F portfolio, value $11,970,665.

    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 208,052 shares
    Change vs previous 13F -13,310 shares

    <0.01% of the 13F portfolio, value $11,767,445.

    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 221,362 shares
    Change vs previous 13F -90,993 shares

    <0.01% of the 13F portfolio, value $12,750,475.

    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 312,355 shares
    Change vs previous 13F +12,982 shares

    <0.01% of the 13F portfolio, value $17,901,118.

    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 299,373 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,432,422.

    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).