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EMERALD ADVISERS, LLC: JPM position timeline

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

EMERALD ADVISERS, LLC held 61,789 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 61,789 shares
    Change vs previous 13F +4,191 shares

    1.35% of the 13F portfolio, value $20,225,454.

    13F-HR 0001104659-26-094342 filed by Emerald Investment Advisers, LLC
    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 57,598 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $16,943,055.

    13F-HR 0001104659-26-058459 filed by Emerald Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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