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ARISTOTLE INVESTMENT SERVICES, LLC: JPM position timeline

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

ARISTOTLE INVESTMENT SERVICES, LLC held 229,363 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,363 shares
    Change vs previous 13F +3,286 shares

    0.15% of the 13F portfolio, value $75,077,454.

    13F-HR 0001398344-26-014464 filed by Aristotle Atlantic Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Aristotle Capital Management, LLC: 11,643 shares
    • Aristotle Atlantic Partners, LLC: 217,720 shares

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

  2. period ended2026-03-31
    13F 226,077 shares
    Change vs previous 13F -3,419 shares

    0.13% of the 13F portfolio, value $66,502,866.

    13F-HR 0001398344-26-009224 filed by Aristotle Atlantic Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Aristotle Capital Management, LLC: 11,644 shares
    • Aristotle Atlantic Partners, LLC: 214,433 shares

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

  3. period ended2025-12-31
    13F 229,496 shares
    Change vs previous 13F -60,266 shares

    0.14% of the 13F portfolio, value $73,948,263.

    13F-HR 0001398344-26-003226 filed by Aristotle Atlantic Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Aristotle Capital Management, LLC: 11,644 shares
    • Aristotle Atlantic Partners, LLC: 217,852 shares

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

  4. period ended2025-09-30
    13F 289,762 shares
    Change vs previous 13F -8,850 shares

    0.17% of the 13F portfolio, value $91,399,688.

    13F-HR 0001398344-25-020917 filed by Aristotle Atlantic Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Aristotle Capital Management, LLC: 12,158 shares
    • Aristotle Atlantic Partners, LLC: 277,604 shares

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

  5. period ended2025-06-30
    13F 298,612 shares
    Change vs previous 13F -6,315 shares

    0.16% of the 13F portfolio, value $86,570,749.

    13F-HR 0001398344-25-015486 filed by Aristotle Atlantic Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Aristotle Capital Management, LLC: 12,158 shares
    • Aristotle Atlantic Partners, LLC: 286,454 shares

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

  6. period ended2025-03-31
    13F 304,927 shares
    Change vs previous 13F +8,799 shares

    0.14% of the 13F portfolio, value $74,798,599.

    13F-HR 0001398344-25-009456 filed by Aristotle Atlantic Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Aristotle Capital Management, LLC: 12,160 shares
    • Aristotle Atlantic Partners, LLC: 292,767 shares

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

  7. period ended2024-12-31
    13F 296,128 shares
    Change vs previous 13F -12,058 shares

    0.13% of the 13F portfolio, value $70,984,856.

    13F-HR 0001398344-25-002768 filed by Aristotle Atlantic Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Aristotle Capital Management, LLC: 12,177 shares
    • Aristotle Atlantic Partners, LLC: 283,951 shares

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

  8. period ended2024-09-30
    13F 308,186 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $64,984,112.

    13F-HR 0001398344-24-020722 filed by Aristotle Atlantic Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Aristotle Capital Management, LLC: 12,211 shares
    • Aristotle Atlantic Partners, LLC: 295,975 shares

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