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BENJAMIN EDWARDS INC: JPM position timeline

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

BENJAMIN EDWARDS INC held 173,008 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,008 shares
    Change vs previous 13F +14,779 shares

    0.52% of the 13F portfolio, value $56,640,603.

    13F-HR 0001451623-26-000004 filed by BENJAMIN EDWARDS 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 158,229 shares
    Change vs previous 13F +7,822 shares

    0.46% of the 13F portfolio, value $46,555,972.

    13F-HR 0001451623-26-000003 filed by BENJAMIN EDWARDS 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 150,407 shares
    Change vs previous 13F +10,140 shares

    0.54% of the 13F portfolio, value $48,477,848.

    13F-HR 0001451623-26-000001 filed by BENJAMIN EDWARDS 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 140,267 shares
    Change vs previous 13F +10,798 shares

    0.5% of the 13F portfolio, value $44,257,610.

    13F-HR 0001451623-25-000012 filed by BENJAMIN EDWARDS 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 129,469 shares
    Change vs previous 13F +4,005 shares

    0.48% of the 13F portfolio, value $37,534,818.

    13F-HR 0001445065-25-000007 filed by BENJAMIN EDWARDS 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 125,464 shares
    Change vs previous 13F -21,761 shares

    0.43% of the 13F portfolio, value $30,776,466.

    13F-HR 0001451623-25-000004 filed by BENJAMIN EDWARDS 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 147,225 shares
    Change vs previous 13F +6,669 shares

    0.51% of the 13F portfolio, value $35,327,978.

    13F-HR 0001451623-25-000001 filed by BENJAMIN EDWARDS 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 140,556 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $29,669,549.

    13F-HR 0001445065-24-000019 filed by BENJAMIN EDWARDS INC
    Filed (acceptance time not in the bulk data set), ingested

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