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Cumberland Partners Ltd: JPM position timeline

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

Cumberland Partners Ltd held 37,954 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,954 shares
    Change vs previous 13F -4 shares

    0.8% of the 13F portfolio, value $12,423,483.

    13F-HR 0001104659-26-091472 filed by Cumberland Partners 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 37,958 shares
    Change vs previous 13F +8,531 shares

    0.85% of the 13F portfolio, value $11,165,725.

    13F-HR 0001104659-26-061281 filed by Cumberland Partners 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 29,427 shares
    Change vs previous 13F +16,913 shares

    0.58% of the 13F portfolio, value $9,481,968.

    13F-HR 0001104659-26-011555 filed by Cumberland Partners 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 12,514 shares
    Change vs previous 13F +12,514 shares

    0.26% of the 13F portfolio, value $3,947,291.

    13F-HR 0001104659-25-108486 filed by Cumberland Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,700 shares

    13F-HR 0001104659-25-008295 filed by Cumberland Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 1,700 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $358,462.

    13F-HR 0001104659-24-114380 filed by Cumberland Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

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