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Disclosery

Hilton Capital Management, LLC: JPM position timeline

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

Hilton Capital Management, LLC held 39,907 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,907 shares
    Change vs previous 13F +3,552 shares

    0.89% of the 13F portfolio, value $13,062,807.

    13F-HR 0001172661-26-003054 filed by Hilton Capital Management, 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 36,355 shares
    Change vs previous 13F -1,717 shares

    0.81% of the 13F portfolio, value $10,694,504.

    13F-HR 0001172661-26-001990 filed by Hilton Capital Management, 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 38,072 shares
    Change vs previous 13F +2,929 shares

    0.92% of the 13F portfolio, value $12,267,626.

    13F-HR 0001172661-26-000671 filed by Hilton Capital Management, 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 35,143 shares
    Change vs previous 13F -3,112 shares

    0.9% of the 13F portfolio, value $11,085,168.

    13F-HR 0001172661-25-004728 filed by Hilton Capital Management, 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 38,255 shares
    Change vs previous 13F +137 shares

    0.88% of the 13F portfolio, value $11,090,508.

    13F-HR 0001172661-25-003438 filed by Hilton Capital Management, 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 38,118 shares
    Change vs previous 13F +953 shares

    0.79% of the 13F portfolio, value $9,350,582.

    13F-HR 0001172661-25-001740 filed by Hilton Capital Management, 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 37,165 shares
    Change vs previous 13F -5,329 shares

    0.77% of the 13F portfolio, value $8,908,824.

    13F-HR 0001172661-25-000595 filed by Hilton Capital Management, 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 42,494 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $8,960,277.

    13F-HR 0001839882-24-038450 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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