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Disclosery

GUGGENHEIM CAPITAL LLC: JPM position timeline

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

GUGGENHEIM CAPITAL LLC held 226,975 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 226,975 shares
    Change vs previous 13F -1,562 shares

    0.48% of the 13F portfolio, value $74,295,727.

    13F-HR 0001283072-26-000004 filed by GUGGENHEIM CAPITAL 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 228,537 shares
    Change vs previous 13F -20,070 shares

    0.54% of the 13F portfolio, value $67,226,444.

    13F-HR 0001283072-26-000003 filed by GUGGENHEIM CAPITAL LLC
    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 248,607 shares
    Change vs previous 13F -521 shares

    0.59% of the 13F portfolio, value $80,106,148.

    13F-HR 0001283072-26-000002 filed by GUGGENHEIM CAPITAL LLC
    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 249,128 shares
    Change vs previous 13F -13,439 shares

    0.58% of the 13F portfolio, value $78,582,445.

    13F-HR 0001283072-25-000005 filed by GUGGENHEIM CAPITAL LLC
    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 262,567 shares
    Change vs previous 13F +1,802 shares

    0.62% of the 13F portfolio, value $76,120,799.

    13F-HR 0001283072-25-000004 filed by GUGGENHEIM CAPITAL LLC
    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 260,765 shares
    Change vs previous 13F -28,187 shares

    0.6% of the 13F portfolio, value $63,965,654.

    13F-HR 0001283072-25-000002 filed by GUGGENHEIM CAPITAL LLC
    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 288,952 shares
    Change vs previous 13F -46,784 shares

    0.57% of the 13F portfolio, value $69,264,684.

    13F-HR 0001283072-25-000001 filed by GUGGENHEIM CAPITAL LLC
    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 335,736 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $70,793,293.

    13F-HR 0001283072-24-000007 filed by GUGGENHEIM CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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