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
- period ended2026-06-3013F 44,853 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 42,957 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,170 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 37,376 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,339 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,588 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 34,372 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,196 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).