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Disclosery

Plato Investment Management Ltd: JPM position timeline

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

Plato Investment Management Ltd held 62,447 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,447 shares
    Change vs previous 13F +1,036 shares

    1.16% of the 13F portfolio, value $20,321,519.

    13F-HR 0001984475-26-000004 filed by Plato Investment Management Ltd
    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 61,411 shares
    Change vs previous 13F +1,101 shares

    1.21% of the 13F portfolio, value $18,075,213.

    13F-HR 0001984475-26-000003 filed by Plato Investment Management Ltd
    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 60,310 shares
    Change vs previous 13F +870 shares

    1.28% of the 13F portfolio, value $19,527,813.

    13F-HR 0001984475-26-000001 filed by Plato Investment Management Ltd
    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 59,440 shares
    Change vs previous 13F +886 shares

    1.26% of the 13F portfolio, value $18,606,263.

    13F-HR 0001984475-25-000011 filed by Plato Investment Management Ltd
    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 58,554 shares
    Change vs previous 13F +1,391 shares

    1.27% of the 13F portfolio, value $16,913,209.

    13F-HR 0001984475-25-000006 filed by Plato Investment Management Ltd
    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 57,163 shares
    Change vs previous 13F -1,444 shares

    1.19% of the 13F portfolio, value $14,174,033.

    13F-HR 0001984475-25-000005 filed by Plato Investment Management Ltd
    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 58,607 shares
    Change vs previous 13F +2,123 shares

    1.04% of the 13F portfolio, value $14,099,733.

    13F-HR 0001984475-25-000002 filed by Plato Investment Management Ltd
    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 56,484 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $11,898,201.

    13F-HR 0001984475-24-000008 filed by Plato Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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