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Disclosery

JPMORGAN CHASE & CO: WSO position timeline

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

JPMORGAN CHASE & CO held 207,064 WSO 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 207,064 shares
    Change vs previous 13F +5,765 shares

    <0.01% of the 13F portfolio, value $85,021,236.

    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 201,299 shares
    Change vs previous 13F -13,503 shares

    <0.01% of the 13F portfolio, value $70,235,362.

    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 214,802 shares
    Change vs previous 13F -100,823 shares

    <0.01% of the 13F portfolio, value $72,378,300.

    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 315,625 shares
    Change vs previous 13F -27,765 shares

    0.01% of the 13F portfolio, value $127,607,680.

    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 343,390 shares
    Change vs previous 13F -153,038 shares

    0.01% of the 13F portfolio, value $151,648,113.

    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 496,428 shares
    Change vs previous 13F +18,958 shares

    0.02% of the 13F portfolio, value $252,334,812.

    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 477,470 shares
    Change vs previous 13F +13,409 shares

    0.02% of the 13F portfolio, value $226,268,305.

    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 464,061 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $228,262,585.

    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).