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Disclosery

FIRST TRUST ADVISORS LP: JPM position timeline

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

FIRST TRUST ADVISORS LP held 2,203,107 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,203,107 shares
    Change vs previous 13F -33,430 shares

    0.42% of the 13F portfolio, value $721,142,905.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 2,236,537 shares
    Change vs previous 13F +314,439 shares

    0.47% of the 13F portfolio, value $657,899,780.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 1,922,098 shares
    Change vs previous 13F +125,145 shares

    0.45% of the 13F portfolio, value $619,338,580.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 1,796,953 shares
    Change vs previous 13F -33,098 shares

    0.42% of the 13F portfolio, value $566,812,911.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 1,830,051 shares
    Change vs previous 13F -25,010 shares

    0.43% of the 13F portfolio, value $530,550,062.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 1,855,061 shares
    Change vs previous 13F +66,517 shares

    0.4% of the 13F portfolio, value $455,046,528.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 1,788,544 shares
    Change vs previous 13F +104,355 shares

    0.38% of the 13F portfolio, value $428,731,842.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 1,684,189 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $355,128,078.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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