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Disclosery

JPMORGAN CHASE & CO: APAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on APAM, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 89,061 APAM 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 89,061 shares
    Change vs previous 13F -8,636 shares

    <0.01% of the 13F portfolio, value $3,231,572.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    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/A 97,697 shares
    Change vs previous 13F -11,612 shares

    <0.01% of the 13F portfolio, value $3,478,013.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    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 109,309 shares
    Change vs previous 13F +20,011 shares

    <0.01% of the 13F portfolio, value $4,453,248.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    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/A 89,298 shares
    Change vs previous 13F -4,299 shares

    <0.01% of the 13F portfolio, value $3,875,533.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    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 93,597 shares
    Change vs previous 13F -5,846 shares

    <0.01% of the 13F portfolio, value $4,149,155.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    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 99,443 shares
    Change vs previous 13F +2,072 shares

    <0.01% of the 13F portfolio, value $3,888,221.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    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 97,371 shares
    Change vs previous 13F -4,051 shares

    <0.01% of the 13F portfolio, value $4,191,821.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    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/A 101,422 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,393,601.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

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