JPMORGAN CHASE & CO

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer % of Class Filed
Entergy Corporation 13G/A
ETR · 29364G103
 4.4% 10/13/2026
Event 9/30/2026
LB Pharmaceuticals Inc 13G/A
LBRX · 50180M108
 4.3% 10/13/2026
Event 9/30/2026
Kulicke and Soffa Industries, Inc. 13G/A
KLIC · 501242101
 3.4% 10/13/2026
Event 9/30/2026
HubSpot, Inc. 13G
HUBS · 443573100
 7.3% 10/13/2026
Event 9/30/2026
The Middleby Corporation 13G/A
MIDD · 596278101
 4.5% 10/13/2026
Event 9/30/2026
H World Group Limited 13G
HTHT · 44332N106
 5.0% 10/13/2026
Event 9/30/2026
Rhythm Pharmaceuticals, Inc. 13G
RYTM · 76243J105
 5.1% 10/13/2026
Event 9/30/2026
REGENXBIO Inc. 13G
RGNX · 75901B107
 5.3% 10/13/2026
Event 9/30/2026
Lexeo Therapeutics, Inc. 13G
LXEO · 52886X107
 5.5% 10/13/2026
Event 9/30/2026
Veradermics, Inc 13G
MANE · 922967104
 5.6% 10/13/2026
Event 9/30/2026
Burlington Stores, Inc. 13G/A
BURL · 122017106
 11.0% 10/2/2026
Event 9/30/2026
Blackrock Muniholdings Fund, Inc. 13D/A
09253N609
 100.0% 10/1/2026
Event 9/28/2026
Ciena Corporation 13G/A
CIEN · 171779309
 3.9% 9/3/2026
Event 8/31/2026
Vicor Corporation 13G/A
VICR · 925815102
 4.0% 9/3/2026
Event 8/31/2026
MKS Inc. 13G/A
MKSI · 55306N104
 2.9% 9/3/2026
Event 8/31/2026
Lamb Weston Holdings, Inc. 13G/A
LW · 513272104
 4.9% 8/5/2026
Event 6/30/2026
3M Company 13G/A
MMM · 88579Y101
 7.4% 7/27/2026
Event 6/30/2026
Warner Music Group Corp. 13G/A
WMG · 934550203
 7.6% 7/27/2026
Event 6/30/2026
Ventas, Inc. 13G/A
VTR · 92276F100
 8.7% 7/27/2026
Event 6/30/2026
Twilio Inc. 13G/A
TWLO · 90138F102
 8.0% 7/27/2026
Event 6/30/2026
Trane Technologies PLC 13G/A
TT · G8994E103
 5.6% 7/27/2026
Event 6/30/2026
NXP Semiconductors N.V. 13G/A
NXPI · N6596X109
 6.6% 7/27/2026
Event 6/30/2026
Neurocrine Biosciences, Inc. 13G/A
NBIX · 64125C109
 6.3% 7/27/2026
Event 6/30/2026
Lemonade, Inc. 13G/A
LMND · 52567D107
 7.0% 7/27/2026
Event 6/30/2026
Fidelity National Information Services, Inc. 13G/A
FIS · 31620M106
 5.2% 7/27/2026
Event 6/30/2026
DigitalOcean Holdings, Inc. 13G/A
DOCN · 25402D102
 13.0% 7/27/2026
Event 6/30/2026
Baker Hughes Company 13G/A
BKR · 05722G100
 6.9% 7/27/2026
Event 6/30/2026
Autozone, Inc. 13G/A
AZO · 053332102
 7.5% 7/27/2026
Event 6/30/2026
Arthur J. Gallagher & Co. 13G/A
AJG · 363576109
 5.5% 7/27/2026
Event 6/30/2026
Andersen Group Inc. 13G/A
ANDG · 033853102
 10.4% 7/27/2026
Event 6/30/2026
McDonald's Corporation 13G/A
MCD · 580135101
 4.3% 7/22/2026
Event 6/30/2026
Insmed Incorporated 13G/A
INSM · 457669307
 4.7% 7/22/2026
Event 6/30/2026
Howmet Aerospace Inc. 13G/A
HWM · 443201108
 4.5% 7/22/2026
Event 6/30/2026
Healthpeak Properties, Inc. 13G/A
DOC · 42250P103
 4.3% 7/22/2026
Event 6/30/2026
Hayward Holdings, Inc. 13G/A
HAYW · 421298100
 4.8% 7/22/2026
Event 6/30/2026
CSLM Digital Asset Acquisition Corp III, Ltd 13G/A
KOYN · G2584S101
 4.8% 7/22/2026
Event 6/30/2026
Cerebras Systems Inc. 13G/A
CBRS · 15675D103
 3.3% 7/22/2026
Event 6/30/2026
Cartesian Therapeutics, Inc. 13G/A
RNAC · 816212302
 4.8% 7/22/2026
Event 6/30/2026
Willscot Holdings Corporation 13G/A
WSC · 971378104
 4.4% 7/22/2026
Event 6/30/2026
Chipotle Mexican Grill Inc 13G
CMG · 169656105
 5.0% 7/16/2026
Event 6/30/2026
Ecolab Inc. 13G
ECL · 278865100
 5.1% 7/16/2026
Event 6/30/2026
Copt Defense Properties 13G
CDP · 22002T108
 5.3% 7/16/2026
Event 6/30/2026
Aon plc 13G
AON · G0403H108
 5.6% 7/16/2026
Event 6/30/2026
Affirm Holdings, Inc. 13G
AFRM · 00827B106
 5.7% 7/16/2026
Event 6/30/2026
Allegro Microsystems, Inc. 13G
ALGM · 01749D105
 6.8% 7/16/2026
Event 6/30/2026
uniQure N.V. 13G
QURE · N90064101
 7.0% 7/16/2026
Event 6/30/2026
Sky Quarry Inc. 13G/A
SKYQ · 83087C303
 0% 7/7/2026
Event 6/30/2026
Warby Parker Inc. 13G/A
WRBY · 93403J106
 10.2% 6/4/2026
Event 5/29/2026
Nextera Energy Inc 13G
NEE · 65339F101
 5.2% 5/13/2026
Event 3/31/2026
Levi Strauss & Co 13G
LEVI · 52736R102
 7.1% 5/13/2026
Event 3/31/2026
Vulcan Materials CO 13G/A
VMC · 929160109
 4.4% 5/13/2026
Event 3/31/2026
Utz Brands, Inc. 13G/A
UTZ · 918090101
 4.6% 5/13/2026
Event 3/31/2026
Kontoor Brands, Inc. 13G/A
KTB · 50050N103
 4.6% 5/13/2026
Event 3/31/2026
Itt Inc. 13G/A
ITT · 45073V108
 4.7% 5/13/2026
Event 3/31/2026
Flowco Holdings Inc. 13G/A
FLOC · 342909108
 3.9% 5/13/2026
Event 3/31/2026
DOVER Corp 13G/A
DOV · 260003108
 10.2% 5/12/2026
Event 3/31/2026
Mgic Investment Corp 13G/A
MTG · 552848103
 5.2% 5/12/2026
Event 3/31/2026
CMS Energy Corp 13G/A
CMS · 125896100
 5.0% 5/12/2026
Event 3/31/2026
Zura Bio Ltd 13G/A
ZURA · G9TY5A101
 4.7% 5/6/2026
Event 4/30/2026
Grupo Televisa, S.A.B. 13G/A
TV · 40049J206
 4.8% 5/6/2026
Event 4/30/2026
Regency Centers Corp 13G/A
REG · 758849103
 3.7% 5/5/2026
Event 4/30/2026
The Southern Company 13G/A
SO · 842587107
 3.7% 3/5/2026
Event 2/27/2026
Hims & Hers Health, Inc. 13G/A
HIMS · 433000106
 1.7% 3/5/2026
Event 2/27/2026
Draftkings Inc. 13G/A
DKNG · 26142V105
 4.4% 3/5/2026
Event 2/27/2026
Blackrock Muniyield Quality Fund, Inc. 13D/A
09254F886
 0% 3/2/2026
Event 2/23/2026
Blackrock Investment Quality Municipal Trust, Inc. 13D/A
09247D600
 0% 2/26/2026
Event 2/23/2026
Blackrock Muniyield Quality Fund II, Inc 13D/A
09254G702
 0% 2/26/2026
Event 2/23/2026
Blackrock Munivest Fund, Inc. 13D/A
09253R881
 0% 2/26/2026
Event 2/19/2026
Blackrock Munivest Fund II, Inc. 13D/A
09253T705
 0% 2/26/2026
Event 2/19/2026
Blackrock Muniholdings Quality Fund II, Inc. 13D/A
09254C602
 0% 2/26/2026
Event 2/9/2026
Blackrock Municipal Income Trust 13D/A
09263Q204
 0% 2/26/2026
Event 2/9/2026
Blackrock Municipal Income Quality Trust 13D/A
092479609
 0% 2/26/2026
Event 2/9/2026
Blackrock Municipal Income Trust II 13D/A
09249N705
 0% 2/26/2026
Event 2/9/2026
The Macerich Company 13G/A
MAC · 554382101
 4.1% 2/4/2026
Event 1/30/2026
SoFi Technologies, Inc. 13G/A
SOFI · 83406F102
 3.7% 2/4/2026
Event 1/30/2026
Yum! Brands, Inc. 13G/A
YUM · 988498101
 7.2% 1/23/2026
Event 12/31/2025
Silgan Holdings Inc. 13G/A
SLGN · 827048109
 8.7% 1/23/2026
Event 12/31/2025
Natera, Inc. 13G/A
NTRA · 632307104
 9.1% 1/23/2026
Event 12/31/2025
Sibanye Stillwater Limited 13G/A
S7627K103
 4.7% 1/16/2026
Event 12/31/2025
Radiopharm Theranostics Limited 13G/A
Q79455103
 4.0% 1/16/2026
Event 12/31/2025
Docusign, Inc. 13G
DOCU · 256163106
 6.4% 1/16/2026
Event 12/31/2025
Host Hotels & Resorts, Inc. 13G/A
HST · 44107P104
 4.2% 12/4/2025
Event 11/28/2025
Vasta Platform Limited 13G/A
VSTA · G9440A109
 0% 11/4/2025
Event 10/31/2025
Seagate Technology Holdings PLC 13G/A
STX · G7997R103
 4.0% 11/4/2025
Event 10/31/2025
Inflection Point Acquisition Corp. III 13G/A
IPCX · G47875102
 0.9% 11/4/2025
Event 10/31/2025
Applied Optoelectronics, Inc. 13G/A
AAOI · 03823U102
 4.4% 11/4/2025
Event 10/31/2025
Ameriprise Financial, Inc. 13G/A
AMP · 03076C106
 4.1% 11/4/2025
Event 10/31/2025
Almacenes Exito S.A. 13G/A
P01704124
 4.1% 11/4/2025
Event 10/31/2025
Sionna Therapeutics, Inc. 13G/A
SION · 829401108
 4.4% 10/31/2025
Event 9/30/2025
Sba Communications Corporation 13G/A
SBAC · 78410G104
 4.5% 10/31/2025
Event 9/30/2025
Post Holdings, Inc. 13G
POST · 737446104
 5.1% 10/31/2025
Event 9/30/2025
Mohawk Industries, Inc. 13G/A
MHK · 608190104
 3.9% 10/31/2025
Event 9/30/2025
Lowe's Companies, Inc. 13G/A
LOW · 548661107
 6.5% 10/31/2025
Event 9/30/2025
Loews Corporation 13G/A
L · 540424108
 4.7% 10/31/2025
Event 9/30/2025
IAC Inc. 13G/A
PPLI · 44891N208
 4.9% 10/31/2025
Event 9/30/2025
Henry Schein, Inc. 13G/A
HSIC · 806407102
 4.4% 10/31/2025
Event 9/30/2025
EATON CORPORATION plc 13G/A
ETN · G29183103
 4.7% 10/31/2025
Event 9/30/2025
Bristol-Myers Squibb Company 13G/A
BMY · 110122108
 4.0% 10/31/2025
Event 9/30/2025
Bright Horizons Family Solutions Inc. 13G/A
BFAM · 109194100
 4.4% 10/31/2025
Event 9/30/2025
Sky Quarry Inc. 13G
SKYQ · 83087C204
 9.6% 10/24/2025
Event 9/30/2025