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MERCER GLOBAL ADVISORS INC /ADV: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on JPM, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 950,438 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 950,438 shares
    Change vs previous 13F +113,113 shares

    0.38% of the 13F portfolio, value $311,106,939.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 837,325 shares
    Change vs previous 13F +76,368 shares

    0.36% of the 13F portfolio, value $245,880,489.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 760,957 shares
    Change vs previous 13F +61,414 shares

    0.38% of the 13F portfolio, value $250,823,594.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 699,543 shares
    Change vs previous 13F +111,776 shares

    0.37% of the 13F portfolio, value $220,656,894.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 587,767 shares
    Change vs previous 13F +12,293 shares

    0.38% of the 13F portfolio, value $170,404,303.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 575,474 shares
    Change vs previous 13F +11,930 shares

    0.32% of the 13F portfolio, value $141,115,348.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 563,544 shares
    Change vs previous 13F -143,307 shares

    0.33% of the 13F portfolio, value $135,087,213.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 706,851 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $146,702,366.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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