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SCS Capital Management LLC: JPM position timeline

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

SCS Capital Management LLC held 108,904 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,904 shares
    Change vs previous 13F -942 shares

    0.34% of the 13F portfolio, value $35,647,429.

    13F-HR 0001303159-26-000003 filed by SCS Capital 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 109,846 shares
    Change vs previous 13F -7,233 shares

    0.34% of the 13F portfolio, value $32,312,249.

    13F-HR 0001303159-26-000002 filed by SCS Capital 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 117,079 shares
    Change vs previous 13F -4,432 shares

    0.4% of the 13F portfolio, value $37,725,129.

    13F-HR 0001303159-26-000001 filed by SCS Capital 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 121,511 shares
    Change vs previous 13F -11,320 shares

    0.42% of the 13F portfolio, value $38,328,285.

    13F-HR 0001303159-25-000012 filed by SCS Capital 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 132,831 shares
    Change vs previous 13F +73,394 shares

    0.43% of the 13F portfolio, value $38,509,112.

    13F-HR 0001303159-25-000004 filed by SCS Capital 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/A 59,437 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $14,579,900.

    13F-HR/A 0001303159-25-000003 filed by SCS Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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