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Rehmann Capital Advisory Group: JPM position timeline

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

Rehmann Capital Advisory Group held 36,423 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,423 shares
    Change vs previous 13F +2,256 shares

    0.55% of the 13F portfolio, value $11,922,491.

    13F-HR 0001633037-26-000003 filed by Rehmann Capital Advisory Group
    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 34,167 shares
    Change vs previous 13F +801 shares

    0.52% of the 13F portfolio, value $10,049,846.

    13F-HR 0001633037-26-000002 filed by Rehmann Capital Advisory Group
    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 33,366 shares
    Change vs previous 13F -101 shares

    0.56% of the 13F portfolio, value $10,754,645.

    13F-HR 0001633037-26-000001 filed by Rehmann Capital Advisory Group
    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 33,467 shares
    Change vs previous 13F +86 shares

    0.58% of the 13F portfolio, value $10,555,836.

    13F-HR 0001633037-25-000005 filed by Rehmann Capital Advisory Group
    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 33,381 shares
    Change vs previous 13F +1,383 shares

    0.59% of the 13F portfolio, value $9,677,536.

    13F-HR 0001633037-25-000004 filed by Rehmann Capital Advisory Group
    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 31,998 shares
    Change vs previous 13F +2,030 shares

    0.49% of the 13F portfolio, value $7,849,238.

    13F-HR 0001633037-25-000003 filed by Rehmann Capital Advisory Group
    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 29,968 shares
    Change vs previous 13F +1,406 shares

    0.46% of the 13F portfolio, value $7,183,716.

    13F-HR 0001633037-25-000001 filed by Rehmann Capital Advisory Group
    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 28,562 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,029,494.

    13F-HR 0001633037-24-000005 filed by Rehmann Capital Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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