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Ceredex Value Advisors LLC: JPM position timeline

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

Ceredex Value Advisors LLC held 124,557 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,557 shares
    Change vs previous 13F -16,867 shares

    1.15% of the 13F portfolio, value $40,771,244.

    13F-HR 0001738726-26-000006 filed by Ceredex Value Advisors 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 141,424 shares
    Change vs previous 13F +8,253 shares

    1.31% of the 13F portfolio, value $41,601,284.

    13F-HR 0001738726-26-000004 filed by Ceredex Value Advisors 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 133,171 shares
    Change vs previous 13F -92,740 shares

    1.29% of the 13F portfolio, value $42,910,359.

    13F-HR 0001738726-26-000002 filed by Ceredex Value Advisors 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/A 225,911 shares
    Change vs previous 13F -2,592 shares

    1.65% of the 13F portfolio, value $71,259,107.

    13F-HR/A 0001628280-25-052325 filed by Ceredex Value Advisors 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 228,503 shares
    Change vs previous 13F -13,469 shares

    1.42% of the 13F portfolio, value $66,245,304.

    13F-HR 0001587281-25-000003 filed by Ceredex Value Advisors 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 241,972 shares
    Change vs previous 13F -21,802 shares

    1.3% of the 13F portfolio, value $59,355,731.

    13F-HR 0000019481-25-000006 filed by Ceredex Value Advisors 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 263,774 shares
    Change vs previous 13F +23,518 shares

    1.28% of the 13F portfolio, value $63,229,265.

    13F-HR 0001319111-25-000005 filed by Ceredex Value Advisors 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 240,256 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $50,660,380.

    13F-HR 0001738726-24-000007 filed by Ceredex Value Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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