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CARY STREET PARTNERS ASSET MANAGEMENT LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on JPM, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 121,745 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,745 shares
    Change vs previous 13F +6,209 shares

    0.79% of the 13F portfolio, value $39,850,541.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 110,329 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,416 shares

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

  2. period ended2026-03-31
    13F 115,536 shares
    Change vs previous 13F -2,430 shares

    0.77% of the 13F portfolio, value $33,985,994.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 105,196 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,340 shares

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

  3. period ended2025-12-31
    13F 117,966 shares
    Change vs previous 13F +1,071 shares

    0.86% of the 13F portfolio, value $38,011,036.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 107,788 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,178 shares

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

  4. period ended2025-09-30
    13F 116,895 shares
    Change vs previous 13F -277 shares

    0.9% of the 13F portfolio, value $36,872,224.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 107,276 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,619 shares

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

  5. period ended2025-06-30
    13F 117,172 shares
    Change vs previous 13F +3,989 shares

    0.9% of the 13F portfolio, value $33,969,592.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 108,068 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,104 shares

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

  6. period ended2025-03-31
    13F 113,183 shares
    Change vs previous 13F -386 shares

    0.83% of the 13F portfolio, value $27,763,988.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 104,605 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,578 shares

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

  7. period ended2024-12-31
    13F 113,569 shares
    Change vs previous 13F +9,907 shares

    0.84% of the 13F portfolio, value $27,223,685.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 105,978 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,591 shares

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

  8. period ended2024-09-30
    13F 103,662 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $21,858,220.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 103,662 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 30,812 shares (included in another member's report, not added)

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