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Disclosery

&PARTNERS: JPM position timeline

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

&PARTNERS held 935,957 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 935,957 shares
    Change vs previous 13F -661 shares

    1.26% of the 13F portfolio, value $306,302,213.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 936,618 shares
    Change vs previous 13F +22,622 shares

    1.31% of the 13F portfolio, value $265,324,494.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 913,996 shares
    Change vs previous 13F +164,211 shares

    1.54% of the 13F portfolio, value $294,524,011.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 749,785 shares
    Change vs previous 13F +61,822 shares

    1.51% of the 13F portfolio, value $236,330,918.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 687,963 shares
    Change vs previous 13F +123,902 shares

    1.53% of the 13F portfolio, value $199,487,842.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 564,061 shares
    Change vs previous 13F +45,297 shares

    1.46% of the 13F portfolio, value $137,033,121.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 518,764 shares
    Change vs previous 13F +200,346 shares

    1.51% of the 13F portfolio, value $126,235,645.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 318,418 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $67,106,834.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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