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GLOBALT Investments LLC / GA: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GLOBALT Investments LLC / GA on JPM, newest first. How the timeline and the estimate are built.

GLOBALT Investments LLC / GA held 50,222 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,222 shares
    Change vs previous 13F -15,433 shares

    0.55% of the 13F portfolio, value $16,439,058.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 65,655 shares
    Change vs previous 13F -2,349 shares

    0.69% of the 13F portfolio, value $19,313,124.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 68,004 shares
    Change vs previous 13F -2,202 shares

    0.8% of the 13F portfolio, value $21,912,303.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 70,206 shares
    Change vs previous 13F -907 shares

    0.81% of the 13F portfolio, value $22,145,131.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 71,113 shares
    Change vs previous 13F -3,417 shares

    0.79% of the 13F portfolio, value $20,616,418.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 74,530 shares
    Change vs previous 13F -212 shares

    0.75% of the 13F portfolio, value $18,282,177.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 74,742 shares
    Change vs previous 13F -1,129 shares

    0.69% of the 13F portfolio, value $17,916,373.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 75,871 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $15,998,131.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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