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Disclosery

MARSHALL WACE, LLP: JPM position timeline

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

MARSHALL WACE, LLP held 1,978,070 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,978,070 shares
    Change vs previous 13F +1,960,990 shares

    0.55% of the 13F portfolio, value $647,481,654.

    13F-HR 0001318757-26-000010 filed by MARSHALL WACE, LLP
    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 17,080 shares
    Change vs previous 13F +15,000 shares

    0.01% of the 13F portfolio, value $5,024,253.

    13F-HR 0001318757-26-000005 filed by MARSHALL WACE, LLP
    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 2,080 shares
    Change vs previous 13F +2,080 shares

    <0.01% of the 13F portfolio, value $670,218.

    13F-HR 0001318757-26-000003 filed by MARSHALL WACE, LLP
    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 0 shares
    Change vs previous 13F -62,516 shares

    13F-HR 0001318757-25-000046 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 62,516 shares
    Change vs previous 13F +44,816 shares

    0.02% of the 13F portfolio, value $18,124,013.

    13F-HR 0001318757-25-000034 filed by MARSHALL WACE, LLP
    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 17,700 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,341,810.

    13F-HR 0001318757-25-000023 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

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