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Disclosery

BAILARD, INC.: JPM position timeline

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

BAILARD, INC. held 151,505 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,505 shares
    Change vs previous 13F +1,158 shares

    1.01% of the 13F portfolio, value $49,592,295.

    13F-HR 0001172661-26-002958 filed by BAILARD, INC.
    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 150,347 shares
    Change vs previous 13F -4,470 shares

    1.02% of the 13F portfolio, value $44,226,220.

    13F-HR 0001172661-26-001642 filed by BAILARD, INC.
    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 154,817 shares
    Change vs previous 13F -7,291 shares

    1.1% of the 13F portfolio, value $49,885,294.

    13F-HR 0001172661-26-000466 filed by BAILARD, INC.
    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 162,108 shares
    Change vs previous 13F -1,215 shares

    1.11% of the 13F portfolio, value $51,133,582.

    13F-HR 0001172661-25-004491 filed by BAILARD, INC.
    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 163,323 shares
    Change vs previous 13F +12,536 shares

    1.1% of the 13F portfolio, value $47,349,059.

    13F-HR 0001172661-25-002963 filed by BAILARD, INC.
    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 150,787 shares
    Change vs previous 13F +5,921 shares

    0.95% of the 13F portfolio, value $36,988,053.

    13F-HR 0001172661-25-001565 filed by BAILARD, INC.
    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 144,866 shares
    Change vs previous 13F +9,629 shares

    0.89% of the 13F portfolio, value $34,725,776.

    13F-HR 0001172661-25-000513 filed by BAILARD, INC.
    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 135,237 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $28,516,178.

    13F-HR 0001172661-24-004423 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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