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EAGLE GLOBAL ADVISORS LLC: JPM position timeline

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

EAGLE GLOBAL ADVISORS LLC held 170,365 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,365 shares
    Change vs previous 13F -69 shares

    1.85% of the 13F portfolio, value $55,765,738.

    13F-HR 0001172661-26-002952 filed by EAGLE GLOBAL 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 170,434 shares
    Change vs previous 13F -865 shares

    1.81% of the 13F portfolio, value $50,134,853.

    13F-HR 0001172661-26-002070 filed by EAGLE GLOBAL 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 171,299 shares
    Change vs previous 13F -236 shares

    2.04% of the 13F portfolio, value $55,195,950.

    13F-HR 0001172661-26-000339 filed by EAGLE GLOBAL 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 171,535 shares
    Change vs previous 13F -1,669 shares

    2.07% of the 13F portfolio, value $54,107,271.

    13F-HR 0001172661-25-004445 filed by EAGLE GLOBAL 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 173,204 shares
    Change vs previous 13F -2,075 shares

    2.03% of the 13F portfolio, value $50,213,559.

    13F-HR 0001172661-25-002623 filed by EAGLE GLOBAL 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 175,279 shares
    Change vs previous 13F -8 shares

    1.77% of the 13F portfolio, value $42,995,928.

    13F-HR 0001172661-25-001692 filed by EAGLE GLOBAL 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 175,287 shares
    Change vs previous 13F +15,325 shares

    1.72% of the 13F portfolio, value $42,018,036.

    13F-HR 0001172661-25-000970 filed by EAGLE GLOBAL 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 159,962 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $33,729,578.

    13F-HR 0001172661-24-005066 filed by EAGLE GLOBAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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