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Bleakley Financial Group, LLC: JPM position timeline

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

Bleakley Financial Group, LLC held 139,437 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,437 shares
    Change vs previous 13F +7,635 shares

    0.58% of the 13F portfolio, value $45,641,942.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 131,802 shares
    Change vs previous 13F +10,323 shares

    0.61% of the 13F portfolio, value $38,770,904.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 121,479 shares
    Change vs previous 13F +12,208 shares

    0.68% of the 13F portfolio, value $39,142,923.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 109,271 shares
    Change vs previous 13F +1,496 shares

    0.8% of the 13F portfolio, value $34,467,367.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 107,775 shares
    Change vs previous 13F +17,649 shares

    0.79% of the 13F portfolio, value $31,245,031.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 90,126 shares
    Change vs previous 13F +2,399 shares

    0.71% of the 13F portfolio, value $22,108,019.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 87,727 shares
    Change vs previous 13F +122 shares

    0.63% of the 13F portfolio, value $21,029,043.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 87,605 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $18,472,428.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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