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Capital Research Global Investors: JPM position timeline

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

Capital Research Global Investors held 27,746,323 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,746,323 shares
    Change vs previous 13F +332,928 shares

    1.27% of the 13F portfolio, value $9,082,316,516.

    13F-HR 0001422848-26-000094 filed by Capital Research Global Investors
    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 27,413,395 shares
    Change vs previous 13F +5,483,088 shares

    1.25% of the 13F portfolio, value $8,063,379,367.

    13F-HR 0001422848-26-000041 filed by Capital Research Global Investors
    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 21,930,307 shares
    Change vs previous 13F -1,084,046 shares

    1.3% of the 13F portfolio, value $7,066,396,094.

    13F-HR 0001422848-26-000005 filed by Capital Research Global Investors
    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 23,014,353 shares
    Change vs previous 13F -490,941 shares

    1.36% of the 13F portfolio, value $7,259,418,965.

    13F-HR 0001422848-25-000223 filed by Capital Research Global Investors
    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 23,505,294 shares
    Change vs previous 13F +2,109,979 shares

    1.36% of the 13F portfolio, value $6,814,409,020.

    13F-HR 0001422848-25-000149 filed by Capital Research Global Investors
    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 21,395,315 shares
    Change vs previous 13F -1,445,718 shares

    1.14% of the 13F portfolio, value $5,248,263,166.

    13F-HR 0000732812-25-000014 filed by Capital Research Global Investors
    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 22,841,033 shares
    Change vs previous 13F +1,914,049 shares

    1.13% of the 13F portfolio, value $5,475,222,984.

    13F-HR 0001422848-25-000010 filed by Capital Research Global Investors
    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 20,926,984 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,412,663,287.

    13F-HR 0000017283-24-000030 filed by Capital Research Global Investors
    Filed (acceptance time not in the bulk data set), ingested

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