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MANNING & NAPIER ADVISORS LLC: JPM position timeline

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

MANNING & NAPIER ADVISORS LLC held 94,965 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,965 shares
    Change vs previous 13F -6,365 shares

    0.4% of the 13F portfolio, value $31,280,641.

    13F-HR 0001999371-26-017897 filed by MANNING & NAPIER ADVISORS 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 101,330 shares
    Change vs previous 13F -11,195 shares

    0.42% of the 13F portfolio, value $29,807,353.

    13F-HR 0001999371-26-009545 filed by MANNING & NAPIER ADVISORS 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 112,525 shares
    Change vs previous 13F -22,921 shares

    0.47% of the 13F portfolio, value $36,392,968.

    13F-HR 0001999371-26-002483 filed by MANNING & NAPIER ADVISORS 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 135,446 shares
    Change vs previous 13F -290,389 shares

    0.55% of the 13F portfolio, value $42,759,077.

    13F-HR 0001999371-25-016177 filed by MANNING & NAPIER ADVISORS 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 425,835 shares
    Change vs previous 13F +108,215 shares

    1.47% of the 13F portfolio, value $123,454,016.

    13F-HR 0002000324-25-002721 filed by MANNING & NAPIER ADVISORS 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 317,620 shares
    Change vs previous 13F -15,510 shares

    0.96% of the 13F portfolio, value $77,912,186.

    13F-HR 0002000324-25-001411 filed by MANNING & NAPIER ADVISORS 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 333,130 shares
    Change vs previous 13F -41,508 shares

    0.91% of the 13F portfolio, value $79,854,592.

    13F-HR 0002000324-25-000034 filed by MANNING & NAPIER ADVISORS 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 374,638 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $78,996,168.

    13F-HR 0002000324-24-002904 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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