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Smartleaf Asset Management LLC: JPM position timeline

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

Smartleaf Asset Management LLC held 59,052 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,052 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $19,451,211.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset 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 59,052 shares
    Change vs previous 13F +3,169 shares

    0.61% of the 13F portfolio, value $16,757,248.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset 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 55,883 shares
    Change vs previous 13F +7,485 shares

    0.68% of the 13F portfolio, value $18,073,997.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset 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 48,398 shares
    Change vs previous 13F +10,939 shares

    0.95% of the 13F portfolio, value $15,278,820.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset 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 37,459 shares
    Change vs previous 13F -2,670 shares

    0.95% of the 13F portfolio, value $10,755,034.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset 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 40,129 shares
    Change vs previous 13F +1,392 shares

    0.94% of the 13F portfolio, value $9,745,332.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset 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 38,737 shares
    Change vs previous 13F +8,327 shares

    0.95% of the 13F portfolio, value $9,270,624.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset 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 30,410 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,401,363.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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