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Disclosery

WELLINGTON-ALTUS USA INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WELLINGTON-ALTUS USA INC. on JPM, newest first. How the timeline and the estimate are built.

WELLINGTON-ALTUS USA INC. held 5,368 JPM shares at 2026-06-30 per its 13F-HR filed 2026-09-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,368 shares
    Change vs previous 13F +729 shares

    1.13% of the 13F portfolio, value $1,579,051.

    13F-HR 0001760398-26-000005 filed by WELLINGTON-ALTUS USA INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 4,639 shares
    Change vs previous 13F -1,345 shares

    0.89% of the 13F portfolio, value $1,518,484.

    13F-HR 0001760398-26-000004 filed by WELLINGTON-ALTUS USA INC.
    Accepted , ingested

  3. period ended2025-12-31
    13F 5,984 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $1,928,164.

    13F-HR 0001760398-26-000003 filed by WELLINGTON-ALTUS USA INC.
    Accepted , ingested