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Bell Asset Management Ltd: JPM position timeline

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

Bell Asset Management Ltd held 11,525 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,525 shares
    Change vs previous 13F -18,711 shares

    1.38% of the 13F portfolio, value $3,812,816.

    13F-HR 0001172661-26-004441 filed by Bell Asset Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,236 shares
    Change vs previous 13F +737 shares

    2.64% of the 13F portfolio, value $9,897,150.

    13F-HR 0001172661-26-003648 filed by Bell Asset Management Ltd
    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 29,499 shares
    Change vs previous 13F +3,495 shares

    2.56% of the 13F portfolio, value $8,681,851.

    13F-HR 0001172661-26-001557 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,004 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $8,422,956.

    13F-HR 0001172661-26-000969 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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