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CONTINENTAL INVESTORS SERVICES, INC.: JPM position timeline

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

CONTINENTAL INVESTORS SERVICES, INC. held 973 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 973 shares
    Change vs previous 13F +159 shares

    0.27% of the 13F portfolio, value $346,879.

    13F-HR 0001754960-26-000763 filed by CONTINENTAL INVESTORS SERVICES, INC.
    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 814 shares
    Change vs previous 13F +92 shares

    0.23% of the 13F portfolio, value $245,016.

    13F-HR 0001754960-26-000389 filed by CONTINENTAL INVESTORS SERVICES, INC.
    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 722 shares
    Change vs previous 13F +34 shares

    0.29% of the 13F portfolio, value $224,728.

    13F-HR 0001754960-26-000190 filed by CONTINENTAL INVESTORS SERVICES, INC.
    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 688 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $204,812.

    13F-HR 0001754960-25-000756 filed by CONTINENTAL INVESTORS SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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