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Disclosery

Unison Asset Management LLC: JPM position timeline

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

Unison Asset Management LLC held 40,419 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,419 shares
    Change vs previous 13F -2,997 shares

    5.37% of the 13F portfolio, value $13,230,351.

    13F-HR 0001840755-26-000003 filed by Unison 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 43,416 shares
    Change vs previous 13F +933 shares

    5.84% of the 13F portfolio, value $12,771,251.

    13F-HR 0001840755-26-000002 filed by Unison 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 42,483 shares
    Change vs previous 13F +1,040 shares

    6.13% of the 13F portfolio, value $13,688,872.

    13F-HR 0001840755-26-000001 filed by Unison 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/A 41,443 shares
    Change vs previous 13F 0 shares

    6.11% of the 13F portfolio, value $13,072,365.

    13F-HR/A 0001840755-25-000010 filed by Unison 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 41,443 shares
    Change vs previous 13F +556 shares

    6.06% of the 13F portfolio, value $12,014,740.

    13F-HR 0001840755-25-000005 filed by Unison 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 40,887 shares
    Change vs previous 13F -2,241 shares

    5.42% of the 13F portfolio, value $9,202,666.

    13F-HR 0001840755-25-000004 filed by Unison 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 43,128 shares
    Change vs previous 13F +1,216 shares

    5.07% of the 13F portfolio, value $10,338,213.

    13F-HR 0001840755-25-000001 filed by Unison 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 41,912 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $8,837,564.

    13F-HR 0001840755-24-000005 filed by Unison Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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