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Palisade Asset Management, LLC: JPM position timeline

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

Palisade Asset Management, LLC held 75,182 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,182 shares
    Change vs previous 13F -315 shares

    2.27% of the 13F portfolio, value $24,609,324.

    13F-HR 0001434323-26-000003 filed by Palisade Asset Management, 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 75,497 shares
    Change vs previous 13F +60 shares

    2.23% of the 13F portfolio, value $22,208,198.

    13F-HR 0001434323-26-000002 filed by Palisade Asset Management, 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 75,437 shares
    Change vs previous 13F -3,002 shares

    2.37% of the 13F portfolio, value $24,307,310.

    13F-HR 0001434323-26-000001 filed by Palisade Asset Management, 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 78,439 shares
    Change vs previous 13F -839 shares

    2.3% of the 13F portfolio, value $24,742,014.

    13F-HR 0001434323-25-000005 filed by Palisade Asset Management, 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 79,278 shares
    Change vs previous 13F -1,605 shares

    2.29% of the 13F portfolio, value $22,983,485.

    13F-HR 0001434323-25-000004 filed by Palisade Asset Management, 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 80,883 shares
    Change vs previous 13F -40 shares

    2.04% of the 13F portfolio, value $19,840,600.

    13F-HR 0001434323-25-000003 filed by Palisade Asset Management, 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 80,923 shares
    Change vs previous 13F -308 shares

    1.97% of the 13F portfolio, value $19,398,052.

    13F-HR 0001434323-25-000001 filed by Palisade Asset Management, 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 81,231 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $17,128,369.

    13F-HR 0001434323-24-000004 filed by Palisade Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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