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Disclosery

JPMORGAN CHASE & CO: UTI position timeline

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

JPMORGAN CHASE & CO held 23,213 UTI 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 23,213 shares
    Change vs previous 13F +2,705 shares

    <0.01% of the 13F portfolio, value $959,858.

    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 20,508 shares
    Change vs previous 13F +1,628 shares

    <0.01% of the 13F portfolio, value $759,001.

    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 18,880 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $493,335.

    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 19,122 shares
    Change vs previous 13F -66,922 shares

    <0.01% of the 13F portfolio, value $622,421.

    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 86,044 shares
    Change vs previous 13F -52,033 shares

    <0.01% of the 13F portfolio, value $2,916,031.

    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 138,077 shares
    Change vs previous 13F -5,173 shares

    <0.01% of the 13F portfolio, value $3,545,817.

    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 143,250 shares
    Change vs previous 13F +28,617 shares

    <0.01% of the 13F portfolio, value $3,682,958.

    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 114,633 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,863,931.

    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).