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ALPINE WOODS CAPITAL INVESTORS, LLC: JPM position timeline

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

ALPINE WOODS CAPITAL INVESTORS, LLC held 39,661 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 39,661 shares
    Change vs previous 13F +2,296 shares

    2.93% of the 13F portfolio, value $12,982,289.

    13F-HR 0001226886-26-000004 filed by ALPINE WOODS CAPITAL INVESTORS, 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 37,365 shares
    Change vs previous 13F -10,999 shares

    2.64% of the 13F portfolio, value $10,991,311.

    13F-HR 0001226886-26-000002 filed by ALPINE WOODS CAPITAL INVESTORS, 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 48,364 shares
    Change vs previous 13F -4,802 shares

    3.72% of the 13F portfolio, value $15,583,848.

    13F-HR 0001226886-26-000001 filed by ALPINE WOODS CAPITAL INVESTORS, 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 53,166 shares
    Change vs previous 13F +76 shares

    3.9% of the 13F portfolio, value $16,770,151.

    13F-HR 0001226886-25-000012 filed by ALPINE WOODS CAPITAL INVESTORS, 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 53,090 shares
    Change vs previous 13F -1,361 shares

    3.66% of the 13F portfolio, value $15,391,322.

    13F-HR 0001226886-25-000006 filed by ALPINE WOODS CAPITAL INVESTORS, 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 54,451 shares
    Change vs previous 13F -19,546 shares

    3.35% of the 13F portfolio, value $13,356,830.

    13F-HR 0001226886-25-000004 filed by ALPINE WOODS CAPITAL INVESTORS, 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 73,997 shares
    Change vs previous 13F +2,522 shares

    3.36% of the 13F portfolio, value $17,737,821.

    13F-HR 0001226886-25-000002 filed by ALPINE WOODS CAPITAL INVESTORS, 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 71,475 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $17,103,253.

    13F-HR 0001226886-24-000009 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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