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Disclosery

IEQ CAPITAL, LLC: JPM position timeline

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

IEQ CAPITAL, LLC held 374,144 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 374,144 shares
    Change vs previous 13F -20,745 shares

    0.56% of the 13F portfolio, value $122,468,623.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 394,889 shares
    Change vs previous 13F +3,277 shares

    0.54% of the 13F portfolio, value $116,160,587.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 391,612 shares
    Change vs previous 13F -7,894 shares

    0.38% of the 13F portfolio, value $126,185,393.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 399,506 shares
    Change vs previous 13F +52,732 shares

    0.38% of the 13F portfolio, value $126,016,096.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 346,774 shares
    Change vs previous 13F +23,757 shares

    0.62% of the 13F portfolio, value $100,533,112.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 323,017 shares
    Change vs previous 13F +21,020 shares

    0.63% of the 13F portfolio, value $79,236,074.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 301,997 shares
    Change vs previous 13F +21,662 shares

    0.7% of the 13F portfolio, value $72,391,830.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 280,335 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $59,111,714.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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