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Disclosery

JPMORGAN CHASE & CO: XLU position timeline

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

JPMORGAN CHASE & CO held 21,813,355 XLU 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 21,813,355 shares
    Change vs previous 13F -624,466 shares

    0.06% of the 13F portfolio, value $1,003,850,710.

    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 22,437,821 shares
    Change vs previous 13F +4,335,165 shares

    0.07% of the 13F portfolio, value $1,030,344,820.

    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 18,102,656 shares
    Change vs previous 13F +9,632,889 shares

    0.05% of the 13F portfolio, value $772,802,434.

    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 8,469,767 shares
    Change vs previous 13F -617,311 shares

    0.05% of the 13F portfolio, value $738,648,555.

    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 9,087,078 shares
    Change vs previous 13F +4,610,697 shares

    0.05% of the 13F portfolio, value $742,050,984.

    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 4,476,381 shares
    Change vs previous 13F +2,684,452 shares

    0.03% of the 13F portfolio, value $352,963,339.

    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 1,791,929 shares
    Change vs previous 13F +264,663 shares

    0.01% of the 13F portfolio, value $135,631,218.

    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 1,527,266 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $123,372,567.

    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).