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Disclosery

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. on JPM, newest first. How the timeline and the estimate are built.

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. held 403,266 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,266 shares
    Change vs previous 13F -14,395 shares

    1.17% of the 13F portfolio, value $132,001,061.

    13F-HR 0001021642-26-000003 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 417,661 shares
    Change vs previous 13F -122,325 shares

    1.23% of the 13F portfolio, value $122,859,160.

    13F-HR 0001021642-26-000002 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 539,986 shares
    Change vs previous 13F -164,835 shares

    1.7% of the 13F portfolio, value $173,994,289.

    13F-HR 0001021642-26-000001 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 704,821 shares
    Change vs previous 13F -23,541 shares

    2.02% of the 13F portfolio, value $222,321,688.

    13F-HR 0001021642-25-000008 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 728,362 shares
    Change vs previous 13F -39,342 shares

    1.98% of the 13F portfolio, value $211,159,426.

    13F-HR 0001021642-25-000004 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 767,704 shares
    Change vs previous 13F -52,006 shares

    1.88% of the 13F portfolio, value $188,318,000.

    13F-HR 0001021642-25-000003 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 819,710 shares
    Change vs previous 13F -298,967 shares

    1.83% of the 13F portfolio, value $196,494,000.

    13F-HR 0001021642-25-000001 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 1,118,677 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $235,884,000.

    13F-HR 0001021642-24-000005 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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