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LSV ASSET MANAGEMENT: JPM position timeline

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

LSV ASSET MANAGEMENT held 487,792 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 487,792 shares
    Change vs previous 13F -94,400 shares

    0.29% of the 13F portfolio, value $159,669,000.

    13F-HR 0001050470-26-000007 filed by LSV ASSET MANAGEMENT
    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 582,192 shares
    Change vs previous 13F -29,930 shares

    0.37% of the 13F portfolio, value $171,258,000.

    13F-HR 0001050470-26-000004 filed by LSV ASSET MANAGEMENT
    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 612,122 shares
    Change vs previous 13F -24,800 shares

    0.43% of the 13F portfolio, value $197,238,000.

    13F-HR 0001050470-26-000003 filed by LSV ASSET MANAGEMENT
    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 636,922 shares
    Change vs previous 13F -52,778 shares

    0.44% of the 13F portfolio, value $200,904,000.

    13F-HR 0001050470-25-000017 filed by LSV ASSET MANAGEMENT
    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 689,700 shares
    Change vs previous 13F -20,836 shares

    0.47% of the 13F portfolio, value $199,951,000.

    13F-HR 0001050470-25-000010 filed by LSV ASSET MANAGEMENT
    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 710,536 shares
    Change vs previous 13F -29,332 shares

    0.42% of the 13F portfolio, value $174,294,000.

    13F-HR 0001050470-25-000008 filed by LSV ASSET MANAGEMENT
    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 739,868 shares
    Change vs previous 13F -35,032 shares

    0.41% of the 13F portfolio, value $177,354,000.

    13F-HR 0001050470-25-000004 filed by LSV ASSET MANAGEMENT
    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 774,900 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $163,395,000.

    13F-HR 0001050470-24-000016 filed by LSV ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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