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Disclosery

SANDERS MORRIS HARRIS LLC: JPM position timeline

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

SANDERS MORRIS HARRIS LLC held 9,780 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,780 shares
    Change vs previous 13F -8,861 shares

    1.86% of the 13F portfolio, value $3,201,288.

    13F-HR 0001053994-26-000006 filed by SANDERS MORRIS HARRIS 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 18,641 shares
    Change vs previous 13F +18,641 shares

    0.87% of the 13F portfolio, value $5,483,437.

    13F-HR 0001053994-26-000002 filed by SANDERS MORRIS HARRIS 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 0 shares
    Change vs previous 13F -18,730 shares

    13F-HR 0001053994-26-000001 filed by SANDERS MORRIS HARRIS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 18,730 shares
    Change vs previous 13F +7,641 shares

    0.78% of the 13F portfolio, value $5,908,004.

    13F-HR 0001085146-25-005809 filed by SANDERS MORRIS HARRIS 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 11,089 shares
    Change vs previous 13F -8,895 shares

    0.77% of the 13F portfolio, value $3,214,812.

    13F-HR 0001085146-25-004316 filed by SANDERS MORRIS HARRIS 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 19,984 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $4,887,543.

    13F-HR 0001085146-25-001935 filed by SANDERS MORRIS HARRIS 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 19,984 shares
    Change vs previous 13F -510 shares

    0.72% of the 13F portfolio, value $4,806,604.

    13F-HR 0001085146-25-000189 filed by SANDERS MORRIS HARRIS 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 20,494 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,321,364.

    13F-HR 0001085146-24-004709 filed by SANDERS MORRIS HARRIS LLC
    Filed (acceptance time not in the bulk data set), ingested

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