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HOWE & RUSLING INC: JPM position timeline

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

HOWE & RUSLING INC held 189,938 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,938 shares
    Change vs previous 13F +3,638 shares

    3.61% of the 13F portfolio, value $62,172,365.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
    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 186,300 shares
    Change vs previous 13F -531 shares

    3.58% of the 13F portfolio, value $54,802,084.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
    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 186,831 shares
    Change vs previous 13F +3,844 shares

    3.98% of the 13F portfolio, value $60,200,703.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
    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 182,987 shares
    Change vs previous 13F -481 shares

    3.96% of the 13F portfolio, value $57,719,457.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
    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 183,468 shares
    Change vs previous 13F -694 shares

    3.93% of the 13F portfolio, value $53,189,219.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
    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 184,162 shares
    Change vs previous 13F -15,945 shares

    3.8% of the 13F portfolio, value $45,174,851.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
    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 200,107 shares
    Change vs previous 13F -2,754 shares

    4.13% of the 13F portfolio, value $47,967,555.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
    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 202,861 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $42,775,269.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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