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KLINGENSTEIN FIELDS & CO LP: JPM position timeline

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

KLINGENSTEIN FIELDS & CO LP held 191,888 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,888 shares
    Change vs previous 13F -1,091 shares

    2.2% of the 13F portfolio, value $62,810,700.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    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 192,979 shares
    Change vs previous 13F -1,794 shares

    2.24% of the 13F portfolio, value $56,766,703.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    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 194,773 shares
    Change vs previous 13F -3,689 shares

    2.35% of the 13F portfolio, value $62,759,757.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    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 198,462 shares
    Change vs previous 13F -1,581 shares

    2.36% of the 13F portfolio, value $62,600,868.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    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 200,043 shares
    Change vs previous 13F -5,509 shares

    2.3% of the 13F portfolio, value $57,994,455.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    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 205,552 shares
    Change vs previous 13F -1,699 shares

    2.14% of the 13F portfolio, value $50,421,938.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    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 207,251 shares
    Change vs previous 13F -3,401 shares

    2% of the 13F portfolio, value $49,680,062.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    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 210,652 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $44,418,070.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

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