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PZENA INVESTMENT MANAGEMENT LLC: JPM position timeline

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

PZENA INVESTMENT MANAGEMENT LLC held 334,094 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 334,094 shares
    Change vs previous 13F -3,168 shares

    0.32% of the 13F portfolio, value $109,358,989.

    13F-HR 0001027796-26-000049 filed by PZENA INVESTMENT 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 337,262 shares
    Change vs previous 13F -5,128 shares

    0.32% of the 13F portfolio, value $99,208,990.

    13F-HR 0001027796-26-000024 filed by PZENA INVESTMENT 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 342,390 shares
    Change vs previous 13F +2,365 shares

    0.33% of the 13F portfolio, value $110,324,906.

    13F-HR 0001027796-26-000009 filed by PZENA INVESTMENT 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 340,025 shares
    Change vs previous 13F -2,291 shares

    0.35% of the 13F portfolio, value $107,254,086.

    13F-HR 0001027796-25-000057 filed by PZENA INVESTMENT 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 342,316 shares
    Change vs previous 13F +30,083 shares

    0.32% of the 13F portfolio, value $99,240,832.

    13F-HR 0001027796-25-000043 filed by PZENA INVESTMENT 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 312,233 shares
    Change vs previous 13F -304,534 shares

    0.27% of the 13F portfolio, value $76,590,755.

    13F-HR 0001027796-25-000029 filed by PZENA INVESTMENT 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 616,767 shares
    Change vs previous 13F -267,583 shares

    0.5% of the 13F portfolio, value $147,845,217.

    13F-HR 0001027796-25-000014 filed by PZENA INVESTMENT 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 884,350 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $186,474,041.

    13F-HR 0001027796-24-000048 filed by PZENA INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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