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PALISADE CAPITAL MANAGEMENT, LP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PALISADE CAPITAL MANAGEMENT, LP on JPM, newest first. How the timeline and the estimate are built.

PALISADE CAPITAL MANAGEMENT, LP held 108,558 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,558 shares
    Change vs previous 13F -9,743 shares

    1.55% of the 13F portfolio, value $35,534,273.

    13F-HR 0001009006-26-000003 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 118,301 shares
    Change vs previous 13F -1,948 shares

    1.16% of the 13F portfolio, value $34,799,332.

    13F-HR 0001009006-26-000002 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 120,249 shares
    Change vs previous 13F -2,139 shares

    1.15% of the 13F portfolio, value $38,746,684.

    13F-HR 0001009006-26-000001 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 122,388 shares
    Change vs previous 13F -3,009 shares

    1.05% of the 13F portfolio, value $38,604,825.

    13F-HR 0001009006-25-000002 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 125,397 shares
    Change vs previous 13F -3,019 shares

    1.03% of the 13F portfolio, value $36,353,923.

    13F-HR 0001085146-25-005137 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 128,416 shares
    Change vs previous 13F -3,861 shares

    0.9% of the 13F portfolio, value $31,500,405.

    13F-HR 0001085146-25-002399 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 132,277 shares
    Change vs previous 13F -4,682 shares

    0.85% of the 13F portfolio, value $31,708,171.

    13F-HR 0001085146-25-001552 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 136,959 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $28,879,254.

    13F-HR 0001085146-24-005782 filed by PALISADE CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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