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Disclosery

Morningstar Investment Management LLC: JPM position timeline

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

Morningstar Investment Management LLC held 0 JPM shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -956 shares

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    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.

  2. period ended2025-12-31
    13F 956 shares
    Change vs previous 13F -63,037 shares

    0.02% of the 13F portfolio, value $308,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 63,993 shares
    Change vs previous 13F +61,194 shares

    0.74% of the 13F portfolio, value $20,186,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,799 shares
    Change vs previous 13F -26,588 shares

    0.07% of the 13F portfolio, value $811,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 29,387 shares
    Change vs previous 13F -34,355 shares

    1.32% of the 13F portfolio, value $7,209,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 29,387 shares
    • Morningstar Investment Management LLC: 0 shares

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

  6. period ended2024-12-31
    13F 63,742 shares
    Change vs previous 13F -521,590 shares

    0.65% of the 13F portfolio, value $15,280,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 60,890 shares
    • Morningstar Investment Management LLC: 2,852 shares

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

  7. period ended2024-09-30
    13F 585,332 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $123,319,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 575,463 shares
    • Morningstar Investment Management LLC: 9,869 shares

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