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Sand Hill Global Advisors, LLC: JPM position timeline

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

Sand Hill Global Advisors, LLC held 65,525 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,525 shares
    Change vs previous 13F -148 shares

    0.65% of the 13F portfolio, value $21,448,437.

    13F-HR 0001580642-26-005119 filed by Sand Hill Global Advisors, 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 65,673 shares
    Change vs previous 13F -11,763 shares

    0.65% of the 13F portfolio, value $19,318,340.

    13F-HR 0001580642-26-003176 filed by Sand Hill Global Advisors, 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 77,436 shares
    Change vs previous 13F -2,011 shares

    0.87% of the 13F portfolio, value $24,951,345.

    13F-HR 0001580642-26-001025 filed by Sand Hill Global Advisors, 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 79,447 shares
    Change vs previous 13F -5,220 shares

    0.88% of the 13F portfolio, value $25,059,967.

    13F-HR 0001580642-25-007219 filed by Sand Hill Global Advisors, 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 84,667 shares
    Change vs previous 13F +557 shares

    0.91% of the 13F portfolio, value $24,545,748.

    13F-HR 0001580642-25-005122 filed by Sand Hill Global Advisors, 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 84,110 shares
    Change vs previous 13F -1,566 shares

    0.85% of the 13F portfolio, value $20,632,188.

    13F-HR 0001580642-25-003091 filed by Sand Hill Global Advisors, 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 85,676 shares
    Change vs previous 13F -2,371 shares

    0.87% of the 13F portfolio, value $20,537,399.

    13F-HR 0001580642-25-000976 filed by Sand Hill Global Advisors, 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 88,047 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $18,565,595.

    13F-HR 0001580642-24-006890 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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