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Advisors Capital Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 444,797 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 444,797 shares
    Change vs previous 13F +6,311 shares

    1.54% of the 13F portfolio, value $145,595,585.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    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 438,486 shares
    Change vs previous 13F +7,625 shares

    1.5% of the 13F portfolio, value $128,985,215.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    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 430,861 shares
    Change vs previous 13F +4,378 shares

    1.63% of the 13F portfolio, value $138,832,288.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    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 426,483 shares
    Change vs previous 13F +3,500 shares

    1.67% of the 13F portfolio, value $134,525,619.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    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 422,983 shares
    Change vs previous 13F -21,688 shares

    1.68% of the 13F portfolio, value $122,627,179.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    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 444,671 shares
    Change vs previous 13F +2,647 shares

    1.69% of the 13F portfolio, value $109,077,852.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    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 442,024 shares
    Change vs previous 13F +383 shares

    1.67% of the 13F portfolio, value $105,957,774.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    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 441,641 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $93,125,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).