JPMORGAN CHASE & CO SBXD SILVERBOX CORP IV

Ownership history in JPMORGAN CHASE & CO  ·  4 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported SILVERBOX CORP IV (SBXD) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows SBXD at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SBXD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in SILVERBOX CORP IV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SBXD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JPMORGAN CHASE & CO held SBXD — position size vs. price
% of Fund (quarterly)    SBXD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 51,964 +1,964 +3.9% 0.02% $556.5M 2026-05-13 $10.79
2025 Q4 UNCHANGED 50,000 0% 0.00% $529K 2026-02-11 $10.64
2025 Q3 REDUCED 9.2% +1.0% 50,000 -5,038 -9.2% 0.00% $524K 2025-11-14 (Est.) $10.54
2025 Q2 INITIATED 55,038 0.00% $603K 2025-08-14 (Est.) $10.47

FAQ About JPMORGAN CHASE & CO and SBXD

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning SBXD?

JPMORGAN CHASE & CO reported SBXD across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SBXD position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for SBXD was 0.02% in 2026 Q1.

What is the latest reported SBXD position on this page?

The most recent filing on this page is 2026 Q1, when JPMORGAN CHASE & CO reported 51,964 shares, equal to 0.02% of portfolio, with an estimated market value of $556.5M.

What does the chart on this SBXD ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly SBXD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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