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Disclosery

Ethic Inc.: JPM position timeline

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

Ethic Inc. held 92,027 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,027 shares
    Change vs previous 13F +8,322 shares

    0.38% of the 13F portfolio, value $30,123,059.

    13F-HR 0001780570-26-000005 filed by Ethic 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 83,705 shares
    Change vs previous 13F +8,008 shares

    0.39% of the 13F portfolio, value $24,622,527.

    13F-HR 0001780570-26-000004 filed by Ethic 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 75,697 shares
    Change vs previous 13F +7,995 shares

    0.38% of the 13F portfolio, value $24,391,107.

    13F-HR 0001780570-26-000002 filed by Ethic 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 67,702 shares
    Change vs previous 13F +3,712 shares

    0.35% of the 13F portfolio, value $21,355,199.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 63,990 shares
    Change vs previous 13F +475 shares

    0.33% of the 13F portfolio, value $18,372,290.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 63,515 shares
    Change vs previous 13F +8,166 shares

    0.31% of the 13F portfolio, value $15,475,956.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 55,349 shares
    Change vs previous 13F +21,874 shares

    0.27% of the 13F portfolio, value $13,267,724.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 33,475 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,705,060.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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