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LMCG INVESTMENTS, LLC: JPM position timeline

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

LMCG INVESTMENTS, LLC held 134,321 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,321 shares
    Change vs previous 13F -3,248 shares

    2.35% of the 13F portfolio, value $43,967,177.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 137,569 shares
    Change vs previous 13F -11,906 shares

    2.41% of the 13F portfolio, value $40,467,192.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 149,475 shares
    Change vs previous 13F -13,718 shares

    2.75% of the 13F portfolio, value $48,163,720.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 163,193 shares
    Change vs previous 13F -4,308 shares

    3.03% of the 13F portfolio, value $51,475,856.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 167,501 shares
    Change vs previous 13F -6,625 shares

    3.04% of the 13F portfolio, value $48,560,112.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 174,126 shares
    Change vs previous 13F -8,355 shares

    2.83% of the 13F portfolio, value $42,713,021.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 182,481 shares
    Change vs previous 13F -5,212 shares

    2.68% of the 13F portfolio, value $43,742,435.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 187,693 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $39,576,871.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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