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NFJ INVESTMENT GROUP, LLC: JPM position timeline

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

NFJ INVESTMENT GROUP, LLC held 168,025 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,025 shares
    Change vs previous 13F +61,442 shares

    1.86% of the 13F portfolio, value $54,999,623.

    13F-HR 0001862664-26-000006 filed by NFJ INVESTMENT GROUP, 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 106,583 shares
    Change vs previous 13F -13,625 shares

    1.19% of the 13F portfolio, value $31,352,455.

    13F-HR 0001862664-26-000004 filed by NFJ INVESTMENT GROUP, 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 120,208 shares
    Change vs previous 13F -7,300 shares

    1.39% of the 13F portfolio, value $38,733,422.

    13F-HR 0001862664-26-000002 filed by NFJ INVESTMENT GROUP, 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 127,508 shares
    Change vs previous 13F -5,620 shares

    1.38% of the 13F portfolio, value $40,219,848.

    13F-HR 0001628280-25-052136 filed by NFJ INVESTMENT GROUP, 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 133,128 shares
    Change vs previous 13F -3,853 shares

    1.35% of the 13F portfolio, value $38,595,138.

    13F-HR 0001862664-25-000001 filed by NFJ INVESTMENT GROUP, 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 136,981 shares
    Change vs previous 13F -3,961 shares

    1.13% of the 13F portfolio, value $33,601,439.

    13F-HR 0000019481-25-000012 filed by NFJ INVESTMENT GROUP, 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 140,942 shares
    Change vs previous 13F -1,704 shares

    1.08% of the 13F portfolio, value $33,785,206.

    13F-HR 0001319111-25-000003 filed by NFJ INVESTMENT GROUP, 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 142,646 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $30,078,336.

    13F-HR 0001862664-24-000004 filed by NFJ INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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