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Disclosery

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd: JPM position timeline

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

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd held 18,711 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,711 shares
    Change vs previous 13F +260 shares

    0.6% of the 13F portfolio, value $6,125,000.

    13F-HR 0001140361-26-029580 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS 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 18,451 shares
    Change vs previous 13F +764 shares

    0.58% of the 13F portfolio, value $5,427,000.

    13F-HR 0001140361-26-021020 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS 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 17,687 shares
    Change vs previous 13F -1,411 shares

    0.48% of the 13F portfolio, value $5,699,000.

    13F-HR 0001140361-26-002932 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 19,098 shares
    Change vs previous 13F -92 shares

    0.67% of the 13F portfolio, value $6,024,000.

    13F-HR 0001140361-25-042212 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 19,190 shares
    Change vs previous 13F -5,230 shares

    0.61% of the 13F portfolio, value $5,563,000.

    13F-HR 0001140361-25-027283 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 24,420 shares
    Change vs previous 13F -779 shares

    0.76% of the 13F portfolio, value $5,990,000.

    13F-HR 0001135428-25-000017 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 25,199 shares
    Change vs previous 13F -212 shares

    0.73% of the 13F portfolio, value $6,040,000.

    13F-HR 0001135428-25-000004 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    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 25,411 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,358,000.

    13F-HR 0001135428-24-000277 filed by MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
    Filed (acceptance time not in the bulk data set), ingested

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