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FORBES J M & CO LLP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on JPM, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 99,800 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,800 shares
    Change vs previous 13F +188 shares

    2.57% of the 13F portfolio, value $32,667,534.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 99,612 shares
    Change vs previous 13F +1,046 shares

    2.48% of the 13F portfolio, value $29,301,866.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 98,566 shares
    Change vs previous 13F +859 shares

    2.57% of the 13F portfolio, value $31,759,937.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 97,707 shares
    Change vs previous 13F +915 shares

    2.56% of the 13F portfolio, value $30,819,719.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 96,792 shares
    Change vs previous 13F -202 shares

    2.57% of the 13F portfolio, value $28,060,969.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 96,994 shares
    Change vs previous 13F +2,459 shares

    2.3% of the 13F portfolio, value $23,792,628.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 94,535 shares
    Change vs previous 13F -19,209 shares

    2.18% of the 13F portfolio, value $22,660,985.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 113,744 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $23,984,060.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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