Skip to content
Disclosery

Belpointe Asset Management LLC: JPM position timeline

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

Belpointe Asset Management LLC held 47,965 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,965 shares
    Change vs previous 13F +3,646 shares

    0.51% of the 13F portfolio, value $15,700,639.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management LLC
    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 44,319 shares
    Change vs previous 13F +3,064 shares

    0.48% of the 13F portfolio, value $13,037,287.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset Management LLC
    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 41,255 shares
    Change vs previous 13F -5,207 shares

    0.48% of the 13F portfolio, value $13,293,547.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 46,462 shares
    Change vs previous 13F -1,929 shares

    0.56% of the 13F portfolio, value $14,655,818.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 48,391 shares
    Change vs previous 13F +7,956 shares

    0.58% of the 13F portfolio, value $14,029,541.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 40,435 shares
    Change vs previous 13F +371 shares

    0.52% of the 13F portfolio, value $9,918,707.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset Management LLC
    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 40,064 shares
    Change vs previous 13F -1,774 shares

    0.54% of the 13F portfolio, value $9,006,776.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 41,838 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $8,822,054.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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