YOUSIF CAPITAL MANAGEMENT, LLC: JPM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YOUSIF CAPITAL MANAGEMENT, LLC on JPM, newest first. How the timeline and the estimate are built.
YOUSIF CAPITAL MANAGEMENT, LLC held 293,651 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 293,651 sharesChange vs previous 13F -21,186 shares
1.08% of the 13F portfolio, value $96,120,856.
13F-HR 0001858789-26-000004 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 314,837 sharesChange vs previous 13F -17,934 shares
1.09% of the 13F portfolio, value $92,612,519.
13F-HR 0001858789-26-000003 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 332,771 sharesChange vs previous 13F -19,189 shares
1.1% of the 13F portfolio, value $100,742,954.
13F-HR 0001858789-26-000001 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 351,960 sharesChange vs previous 13F -22,961 shares
1.18% of the 13F portfolio, value $111,018,707.
13F-HR 0001858789-25-000008 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 374,921 sharesChange vs previous 13F -7,061 shares
1.17% of the 13F portfolio, value $108,693,424.
13F-HR 0001858789-25-000006 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 381,982 sharesChange vs previous 13F -7,599 shares
1.09% of the 13F portfolio, value $93,700,185.
13F-HR 0001858789-25-000003 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 389,581 sharesChange vs previous 13F -19,916 shares
1.03% of the 13F portfolio, value $93,386,462.
13F-HR 0001858789-25-000001 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 409,497 sharesChange vs previous 13F not available
0.94% of the 13F portfolio, value $86,346,537.
13F-HR 0001858789-24-000009 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).