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NAPLES GLOBAL ADVISORS, LLC: JPM position timeline

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

NAPLES GLOBAL ADVISORS, LLC held 49,193 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,193 shares
    Change vs previous 13F +716 shares

    0.99% of the 13F portfolio, value $16,102,479.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL 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 48,477 shares
    Change vs previous 13F -19,761 shares

    1.04% of the 13F portfolio, value $14,260,052.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL 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 68,238 shares
    Change vs previous 13F -682 shares

    1.64% of the 13F portfolio, value $21,987,755.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL 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 68,920 shares
    Change vs previous 13F +1,970 shares

    1.69% of the 13F portfolio, value $21,739,594.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL 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 66,950 shares
    Change vs previous 13F +1,066 shares

    1.67% of the 13F portfolio, value $19,409,520.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL 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 65,884 shares
    Change vs previous 13F -791 shares

    1.54% of the 13F portfolio, value $16,161,376.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL 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 66,675 shares
    Change vs previous 13F -440 shares

    1.49% of the 13F portfolio, value $15,982,573.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL 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 67,115 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $14,151,831.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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