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Disclosery

XPONANCE LLC: JPM position timeline

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

XPONANCE LLC held 495,998 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 495,998 shares
    Change vs previous 13F +5,504 shares

    1% of the 13F portfolio, value $162,354,914.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 490,494 shares
    Change vs previous 13F +72,470 shares

    1.03% of the 13F portfolio, value $144,283,615.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 418,024 shares
    Change vs previous 13F +18,219 shares

    1.01% of the 13F portfolio, value $134,695,583.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 399,805 shares
    Change vs previous 13F -27,228 shares

    1% of the 13F portfolio, value $126,110,384.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 427,033 shares
    Change vs previous 13F +10,498 shares

    1.03% of the 13F portfolio, value $123,801,137.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 416,535 shares
    Change vs previous 13F -624 shares

    0.99% of the 13F portfolio, value $102,176,036.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 417,159 shares
    Change vs previous 13F +3,608 shares

    0.91% of the 13F portfolio, value $99,997,184.

    13F-HR 0001085146-25-000963 filed by XPONANCE 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 413,551 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $87,201,364.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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