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Disclosery

EDMOND DE ROTHSCHILD HOLDING S.A.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EDMOND DE ROTHSCHILD HOLDING S.A. on JPM, newest first. How the timeline and the estimate are built.

EDMOND DE ROTHSCHILD HOLDING S.A. held 343,644 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 343,644 shares
    Change vs previous 13F +15,017 shares

    1.48% of the 13F portfolio, value $112,484,990.

    13F-HR 0000947871-26-000768 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 328,627 shares
    Change vs previous 13F +160,491 shares

    1.4% of the 13F portfolio, value $96,668,919.

    13F-HR 0000947871-26-000520 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 168,136 shares
    Change vs previous 13F +11,087 shares

    0.77% of the 13F portfolio, value $54,176,783.

    13F-HR 0000947871-26-000171 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 157,049 shares
    Change vs previous 13F +9,812 shares

    0.77% of the 13F portfolio, value $49,537,966.

    13F-HR 0000947871-25-000990 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 147,237 shares
    Change vs previous 13F +41,689 shares

    0.68% of the 13F portfolio, value $42,685,480.

    13F-HR 0000947871-25-000740 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 105,548 shares
    Change vs previous 13F -5,662 shares

    0.46% of the 13F portfolio, value $25,891,012.

    13F-HR 0000947871-25-000513 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 111,210 shares
    Change vs previous 13F +22,701 shares

    0.46% of the 13F portfolio, value $26,658,149.

    13F-HR 0000947871-25-000124 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    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 88,509 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $18,663,007.

    13F-HR 0000947871-24-000880 filed by EDMOND DE ROTHSCHILD HOLDING S.A.
    Filed (acceptance time not in the bulk data set), ingested

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