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Disclosery

Johnson Financial Group, Inc.: JPM position timeline

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

Johnson Financial Group, Inc. held 34,083 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,083 shares
    Change vs previous 13F -1,447 shares

    0.37% of the 13F portfolio, value $11,156,390.

    13F-HR 0000892712-26-000334 filed by Johnson Financial Group, Inc.
    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 35,530 shares
    Change vs previous 13F -1,045 shares

    0.38% of the 13F portfolio, value $10,451,506.

    13F-HR 0000892712-26-000234 filed by Johnson Financial Group, Inc.
    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 36,575 shares
    Change vs previous 13F -17,379 shares

    0.44% of the 13F portfolio, value $11,785,197.

    13F-HR 0000892712-26-000082 filed by Johnson Financial Group, Inc.
    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 53,954 shares
    Change vs previous 13F -5,290 shares

    0.64% of the 13F portfolio, value $17,018,711.

    13F-HR 0000892712-25-000153 filed by Johnson Financial Group, Inc.
    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 59,244 shares
    Change vs previous 13F +3,476 shares

    0.77% of the 13F portfolio, value $17,175,429.

    13F-HR 0000892712-25-000092 filed by Johnson Financial Group, Inc.
    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 55,768 shares
    Change vs previous 13F -2,983 shares

    0.67% of the 13F portfolio, value $13,679,891.

    13F-HR 0000892712-25-000067 filed by Johnson Financial Group, Inc.
    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 58,751 shares
    Change vs previous 13F -5,151 shares

    0.74% of the 13F portfolio, value $15,704,143.

    13F-HR 0000892712-25-000037 filed by Johnson Financial Group, Inc.
    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 63,902 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $13,474,376.

    13F-HR 0000892712-24-000132 filed by Johnson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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