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AlTi Global, Inc.: JPM position timeline

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

AlTi Global, Inc. held 44,853 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,853 shares
    Change vs previous 13F +1,896 shares

    0.3% of the 13F portfolio, value $14,681,717.

    13F-HR 0001838615-26-000004 filed by AlTi Global, Inc.
    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 42,957 shares
    Change vs previous 13F +5,787 shares

    0.27% of the 13F portfolio, value $12,636,202.

    13F-HR 0001838615-26-000003 filed by AlTi Global, Inc.
    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 37,170 shares
    Change vs previous 13F -206 shares

    0.26% of the 13F portfolio, value $11,977,271.

    13F-HR 0001838615-26-000002 filed by AlTi Global, Inc.
    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 37,376 shares
    Change vs previous 13F +1,037 shares

    0.28% of the 13F portfolio, value $11,790,236.

    13F-HR 0001085146-25-005972 filed by AlTi Global, Inc.
    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 36,339 shares
    Change vs previous 13F +4,751 shares

    0.26% of the 13F portfolio, value $10,475,624.

    13F-HR 0001085146-25-004347 filed by AlTi Global, Inc.
    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 31,588 shares
    Change vs previous 13F -2,784 shares

    0.2% of the 13F portfolio, value $7,749,073.

    13F-HR 0001085146-25-003243 filed by AlTi Global, Inc.
    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 34,372 shares
    Change vs previous 13F +2,176 shares

    0.21% of the 13F portfolio, value $8,513,781.

    13F-HR 0001085146-25-001496 filed by AlTi Global, Inc.
    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 32,196 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,788,860.

    13F-HR 0001085146-24-005921 filed by AlTi Global, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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