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MILFORD FUNDS LTD: JPM position timeline

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

MILFORD FUNDS LTD held 284,028 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 284,028 shares
    Change vs previous 13F +95,513 shares

    1.51% of the 13F portfolio, value $92,970,885.

    13F-HR 0001775715-26-000008 filed by MILFORD FUNDS LTD
    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 188,515 shares
    Change vs previous 13F -102,460 shares

    1.16% of the 13F portfolio, value $55,453,572.

    13F-HR 0001775715-26-000007 filed by MILFORD FUNDS LTD
    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 290,975 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $93,757,964.

    13F-HR 0001775715-26-000006 filed by MILFORD FUNDS LTD
    Filed (acceptance time not in the bulk data set), ingested

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