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CLG LLC: JPM position timeline

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

CLG LLC held 2,531 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,531 shares
    Change vs previous 13F -303 shares

    0.18% of the 13F portfolio, value $828,311.

    13F-HR 0001172661-26-002641 filed by CLG 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 2,834 shares
    Change vs previous 13F -39 shares

    0.21% of the 13F portfolio, value $833,664.

    13F-HR 0001172661-26-001943 filed by CLG 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 2,873 shares
    Change vs previous 13F -32 shares

    0.23% of the 13F portfolio, value $925,857.

    13F-HR 0001172661-26-000189 filed by CLG 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 2,905 shares
    Change vs previous 13F +26 shares

    0.25% of the 13F portfolio, value $916,236.

    13F-HR 0001172661-25-004969 filed by CLG 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 2,879 shares
    Change vs previous 13F -119 shares

    0.26% of the 13F portfolio, value $834,763.

    13F-HR 0001172661-25-003542 filed by CLG 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 2,998 shares
    Change vs previous 13F +32 shares

    0.26% of the 13F portfolio, value $735,334.

    13F-HR 0001172661-25-001523 filed by CLG 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 2,966 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $710,932.

    13F-HR 0001172661-25-001489 filed by CLG LLC
    Filed (acceptance time not in the bulk data set), ingested

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