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Fulcrum Asset Management LLP: JPM position timeline

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

Fulcrum Asset Management LLP held 15,051 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,051 shares
    Change vs previous 13F -23,326 shares

    0.49% of the 13F portfolio, value $4,957,649.

    13F-HR 0001353395-26-000005 filed by Fulcrum Asset Management 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 38,377 shares
    Change vs previous 13F +1,562 shares

    1.65% of the 13F portfolio, value $10,890,241.

    13F-HR 0001353395-26-000004 filed by Fulcrum Asset Management 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/A 36,815 shares
    Change vs previous 13F -1,091 shares

    3.31% of the 13F portfolio, value $11,906,707.

    13F-HR/A 0001353395-26-000002 filed by Fulcrum Asset Management 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/A 37,906 shares
    Change vs previous 13F -1,053 shares

    3.31% of the 13F portfolio, value $11,956,690.

    13F-HR/A 0001353395-25-000006 filed by Fulcrum Asset Management 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/A 38,959 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $11,294,604.

    13F-HR/A 0001353395-25-000005 filed by Fulcrum Asset Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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