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Disclosery

Evelyn Partners Group Ltd: JPM position timeline

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

Evelyn Partners Group Ltd held 357,839 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 357,839 shares
    Change vs previous 13F +37,858 shares

    0.25% of the 13F portfolio, value $117,131,515.

    13F-HR 0001420506-26-001454 filed by Evelyn Partners Group 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 319,981 shares
    Change vs previous 13F +24,748 shares

    1.91% of the 13F portfolio, value $94,125,612.

    13F-HR 0001420506-26-001051 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 32,754 shares
    • Evelyn Partners Investment Management LLP: 286,422 shares
    • Evelyn Partners Asset Management Ltd: 805 shares

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

  3. period ended2025-12-31
    13F 295,233 shares
    Change vs previous 13F -2,911 shares

    1.96% of the 13F portfolio, value $95,129,977.

    13F-HR 0001420506-26-000370 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 23,536 shares
    • Evelyn Partners Investment Management LLP: 270,892 shares
    • Evelyn Partners Asset Management Ltd: 805 shares

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

  4. period ended2025-09-30
    13F 298,144 shares
    Change vs previous 13F +89 shares

    2% of the 13F portfolio, value $94,043,560.

    13F-HR 0001420506-25-003426 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 22,029 shares
    • Evelyn Partners Investment Management LLP: 275,102 shares
    • Evelyn Partners Asset Management Ltd: 1,013 shares

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

  5. period ended2025-06-30
    13F/A 298,055 shares
    Change vs previous 13F +27,677 shares

    2% of the 13F portfolio, value $86,409,125.

    13F-HR/A 0001420506-25-003504 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 19,421 shares
    • Evelyn Partners Investment Management LLP: 277,925 shares
    • Evelyn Partners Asset Management Ltd: 709 shares

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

  6. period ended2025-03-31
    13F/A 270,378 shares
    Change vs previous 13F +25,966 shares

    1.67% of the 13F portfolio, value $66,323,725.

    13F-HR/A 0001420506-25-003530 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 18,359 shares
    • Evelyn Partners Investment Management LLP: 251,310 shares
    • Evelyn Partners Asset Management Ltd: 709 shares

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

  7. period ended2024-12-31
    13F 244,412 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $58,588,002.

    13F-HR 0001420506-25-003538 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 14,245 shares
    • Evelyn Partners Investment Management LLP: 229,458 shares
    • Evelyn Partners Asset Management Ltd: 709 shares

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