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Disclosery

LGT Group Foundation: JPM position timeline

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

LGT Group Foundation held 907,653 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 907,653 shares
    Change vs previous 13F -7,607 shares

    3.36% of the 13F portfolio, value $297,102,057.

    13F-HR 0001911278-26-000007 filed by LGT Group Foundation
    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 915,260 shares
    Change vs previous 13F +66,131 shares

    3.29% of the 13F portfolio, value $269,232,882.

    13F-HR 0001911278-26-000002 filed by LGT Group Foundation
    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 849,129 shares
    Change vs previous 13F +24,850 shares

    2.99% of the 13F portfolio, value $274,625,300.

    13F-HR 0001911278-26-000001 filed by LGT Group Foundation
    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 824,279 shares
    Change vs previous 13F +48,978 shares

    2.93% of the 13F portfolio, value $256,111,728.

    13F-HR 0001911278-25-000008 filed by LGT Group Foundation
    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 775,301 shares
    Change vs previous 13F +28,961 shares

    2.82% of the 13F portfolio, value $224,767,513.

    13F-HR 0001911278-25-000005 filed by LGT Group Foundation
    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 746,340 shares
    Change vs previous 13F +220,539 shares

    2.52% of the 13F portfolio, value $183,077,202.

    13F-HR 0001911284-25-000003 filed by LGT Group Foundation
    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 525,801 shares
    Change vs previous 13F +14,300 shares

    1.95% of the 13F portfolio, value $126,039,758.

    13F-HR 0001911278-25-000001 filed by LGT Group Foundation
    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 511,501 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $106,029,042.

    13F-HR 0001911278-24-000012 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

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