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Baring Financial LLC: JPM position timeline

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

Baring Financial LLC held 5,745 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,745 shares
    Change vs previous 13F +251 shares

    1.03% of the 13F portfolio, value $1,900,731.

    13F-HR 0002052588-26-000005 filed by Baring Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,494 shares
    Change vs previous 13F -74 shares

    0.99% of the 13F portfolio, value $1,798,324.

    13F-HR 0002052588-26-000003 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,568 shares
    Change vs previous 13F -1 shares

    1% of the 13F portfolio, value $1,637,929.

    13F-HR 0002052588-26-000002 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,569 shares
    Change vs previous 13F +79 shares

    1.09% of the 13F portfolio, value $1,794,570.

    13F-HR 0002052588-26-000001 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,490 shares
    Change vs previous 13F -24 shares

    1.18% of the 13F portfolio, value $1,731,706.

    13F-HR 0002052588-25-000006 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,514 shares
    Change vs previous 13F -42 shares

    1.19% of the 13F portfolio, value $1,598,641.

    13F-HR 0002052588-25-000004 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,556 shares
    Change vs previous 13F -43 shares

    1.14% of the 13F portfolio, value $1,362,955.

    13F-HR 0002052588-25-000003 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,599 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,342,230.

    13F-HR 0002052588-25-000001 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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