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Disclosery

FIRST FOUNDATION ADVISORS: JPM position timeline

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

FIRST FOUNDATION ADVISORS held 97,905 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,905 shares
    Change vs previous 13F -1,566 shares

    1.15% of the 13F portfolio, value $32,047,191.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 99,471 shares
    Change vs previous 13F +417 shares

    1.18% of the 13F portfolio, value $29,260,454.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 99,054 shares
    Change vs previous 13F -9,000 shares

    1.2% of the 13F portfolio, value $31,917,004.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 108,054 shares
    Change vs previous 13F -8,231 shares

    1.26% of the 13F portfolio, value $34,083,424.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 116,285 shares
    Change vs previous 13F -4,210 shares

    1.25% of the 13F portfolio, value $33,712,189.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 120,495 shares
    Change vs previous 13F -6,952 shares

    1.2% of the 13F portfolio, value $29,557,363.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 127,447 shares
    Change vs previous 13F -4,398 shares

    1.15% of the 13F portfolio, value $30,550,367.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 131,845 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $27,800,818.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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