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Analyst IMS Investment Management Services Ltd.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Analyst IMS Investment Management Services Ltd. on JPM, newest first. How the timeline and the estimate are built.

Analyst IMS Investment Management Services Ltd. held 2,978 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,978 shares
    Change vs previous 13F -988 shares

    0.02% of the 13F portfolio, value $975,000.

    13F-HR 0001178913-26-003635 filed by Analyst IMS Investment Management Services Ltd.
    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 3,966 shares
    Change vs previous 13F +125 shares

    0.04% of the 13F portfolio, value $1,167,000.

    13F-HR 0001178913-26-002187 filed by Analyst IMS Investment Management Services Ltd.
    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 3,841 shares
    Change vs previous 13F -3,505 shares

    0.04% of the 13F portfolio, value $1,238,000.

    13F-HR 0001178913-26-000166 filed by Analyst IMS Investment Management Services Ltd.
    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 7,346 shares
    Change vs previous 13F -9,539 shares

    0.07% of the 13F portfolio, value $2,317,000.

    13F-HR 0001178913-25-003513 filed by Analyst IMS Investment Management Services Ltd.
    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 16,885 shares
    Change vs previous 13F +447 shares

    0.17% of the 13F portfolio, value $4,895,000.

    13F-HR 0001178913-25-002595 filed by Analyst IMS Investment Management Services Ltd.
    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 16,438 shares
    Change vs previous 13F +7,191 shares

    0.16% of the 13F portfolio, value $4,032,000.

    13F-HR 0001178913-25-001354 filed by Analyst IMS Investment Management Services Ltd.
    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 9,247 shares
    Change vs previous 13F +1,532 shares

    0.08% of the 13F portfolio, value $2,217,000.

    13F-HR 0001178913-25-000375 filed by Analyst IMS Investment Management Services Ltd.
    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 7,715 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,627,000.

    13F-HR 0001178913-24-003569 filed by Analyst IMS Investment Management Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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