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GARDNER RUSSO & QUINN LLC: JPM position timeline

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

GARDNER RUSSO & QUINN LLC held 24,719 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,719 shares
    Change vs previous 13F -124,079 shares

    0.09% of the 13F portfolio, value $8,091,270.

    13F-HR 0000860643-26-000005 filed by GARDNER RUSSO & QUINN 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 148,798 shares
    Change vs previous 13F -380,019 shares

    0.52% of the 13F portfolio, value $43,770,420.

    13F-HR 0000860643-26-000003 filed by GARDNER RUSSO & QUINN 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 528,817 shares
    Change vs previous 13F -16,213 shares

    1.84% of the 13F portfolio, value $170,395,414.

    13F-HR 0000860643-26-000001 filed by GARDNER RUSSO & QUINN 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 545,030 shares
    Change vs previous 13F -28,670 shares

    1.84% of the 13F portfolio, value $171,918,813.

    13F-HR 0000860643-25-000007 filed by GARDNER RUSSO & QUINN 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 573,700 shares
    Change vs previous 13F -469,654 shares

    1.77% of the 13F portfolio, value $166,321,367.

    13F-HR 0000860643-25-000004 filed by GARDNER RUSSO & QUINN 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 1,043,354 shares
    Change vs previous 13F -218,355 shares

    2.87% of the 13F portfolio, value $255,934,794.

    13F-HR 0000860643-25-000003 filed by GARDNER RUSSO & QUINN 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 1,261,709 shares
    Change vs previous 13F -178,998 shares

    3.42% of the 13F portfolio, value $302,444,298.

    13F-HR 0000860643-25-000001 filed by GARDNER RUSSO & QUINN 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 1,440,707 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $303,787,481.

    13F-HR 0000860643-24-000007 filed by GARDNER RUSSO & QUINN LLC
    Filed (acceptance time not in the bulk data set), ingested

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