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Alphinity Investment Management Pty Ltd: JPM position timeline

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

Alphinity Investment Management Pty Ltd held 1,312,865 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,312,865 shares
    Change vs previous 13F +23,782 shares

    7.15% of the 13F portfolio, value $429,740,101.

    13F-HR 0001172661-26-002915 filed by Alphinity Investment Management Pty Ltd
    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 1,289,083 shares
    Change vs previous 13F -928,134 shares

    6.68% of the 13F portfolio, value $379,196,655.

    13F-HR 0001172661-26-001668 filed by Alphinity Investment Management Pty Ltd
    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 2,217,217 shares
    Change vs previous 13F +239,037 shares

    7.23% of the 13F portfolio, value $714,431,662.

    13F-HR 0001172661-26-000341 filed by Alphinity Investment Management Pty Ltd
    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 1,978,180 shares
    Change vs previous 13F +323,459 shares

    6.09% of the 13F portfolio, value $623,977,317.

    13F-HR 0001172661-25-004594 filed by Alphinity Investment Management Pty Ltd
    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 1,654,721 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $479,720,166.

    13F-HR 0001172661-25-003102 filed by Alphinity Investment Management Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

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