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Disclosery

Allworth Financial LP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on JPM, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 369,423 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 369,423 shares
    Change vs previous 13F -42,285 shares

    0.51% of the 13F portfolio, value $120,923,239.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 411,708 shares
    Change vs previous 13F -19 shares

    0.49% of the 13F portfolio, value $121,108,138.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 411,727 shares
    Change vs previous 13F +44,601 shares

    0.55% of the 13F portfolio, value $132,666,734.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 367,126 shares
    Change vs previous 13F +2,738 shares

    0.51% of the 13F portfolio, value $115,802,589.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 364,388 shares
    Change vs previous 13F +28,796 shares

    0.51% of the 13F portfolio, value $105,639,621.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 335,592 shares
    Change vs previous 13F -3,308 shares

    0.46% of the 13F portfolio, value $82,099,296.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 338,900 shares
    Change vs previous 13F +67,563 shares

    0.49% of the 13F portfolio, value $89,076,592.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 271,337 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $57,214,178.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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