EVERETT HARRIS & CO /CA/: JPM position timeline

EVERETT HARRIS & CO /CA/ held 30,793 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 30,793 shares

   Change vs previous 13F +2,844 shares

   0.12% of the 13F portfolio, value $10,079,473.

   13F-HR 0001009254-26-000004 filed by EVERETT HARRIS & CO /CA/
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 27,949 shares

   Change vs previous 13F +1,134 shares

   0.11% of the 13F portfolio, value $8,221,478.

   13F-HR 0001009254-26-000003 filed by EVERETT HARRIS & CO /CA/
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 26,815 shares

   Change vs previous 13F +641 shares

   0.1% of the 13F portfolio, value $8,640,329.

   13F-HR 0001009254-26-000002 filed by EVERETT HARRIS & CO /CA/
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 26,174 shares

   Change vs previous 13F -1,654 shares

   0.1% of the 13F portfolio, value $8,256,065.

   13F-HR 0001009254-25-000008 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 27,828 shares

   Change vs previous 13F +1,429 shares

   0.1% of the 13F portfolio, value $8,067,615.

   13F-HR 0001009254-25-000003 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 26,399 shares

   Change vs previous 13F +179 shares

   0.08% of the 13F portfolio, value $6,475,675.

   13F-HR 0001009254-25-000001 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 26,220 shares

   Change vs previous 13F +6,971 shares

   0.08% of the 13F portfolio, value $6,285,196.

   13F-HR 0001085146-25-000461 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 19,249 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $4,058,844.

   13F-HR 0001085146-24-005014 filed by EVERETT HARRIS & CO /CA/
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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