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Disclosery

Klingman & Associates, LLC: JPM position timeline

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

Klingman & Associates, LLC held 26,178 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,178 shares
    Change vs previous 13F +384 shares

    0.36% of the 13F portfolio, value $8,568,965.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, 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 25,794 shares
    Change vs previous 13F -2,609 shares

    0.36% of the 13F portfolio, value $7,587,450.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, 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 28,403 shares
    Change vs previous 13F -198 shares

    0.44% of the 13F portfolio, value $9,152,173.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, 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 28,601 shares
    Change vs previous 13F +7,939 shares

    0.46% of the 13F portfolio, value $9,021,751.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, 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 20,662 shares
    Change vs previous 13F +1,315 shares

    0.33% of the 13F portfolio, value $5,989,976.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, 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 19,347 shares
    Change vs previous 13F +1,248 shares

    0.29% of the 13F portfolio, value $4,745,765.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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 18,099 shares
    Change vs previous 13F -9,158 shares

    0.27% of the 13F portfolio, value $4,338,625.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, 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 27,257 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,747,494.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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