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PRINCIPAL FINANCIAL GROUP INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRINCIPAL FINANCIAL GROUP INC on JPM, newest first. How the timeline and the estimate are built.

PRINCIPAL FINANCIAL GROUP INC held 4,930,235 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,930,235 shares
    Change vs previous 13F -133,955 shares

    0.76% of the 13F portfolio, value $1,613,814,323.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 106,584 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,823,651 shares

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

  2. period ended2026-03-31
    13F 5,064,190 shares
    Change vs previous 13F -167,025 shares

    0.77% of the 13F portfolio, value $1,489,682,066.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 102,594 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,961,596 shares

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

  3. period ended2025-12-31
    13F 5,231,215 shares
    Change vs previous 13F -162,540 shares

    0.83% of the 13F portfolio, value $1,685,602,466.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 96,932 shares
    • PRINCIPAL FINANCIAL GROUP INC: 5,134,283 shares

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

  4. period ended2025-09-30
    13F 5,393,755 shares
    Change vs previous 13F -19,554 shares

    0.83% of the 13F portfolio, value $1,701,350,554.

    13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 91,968 shares
    • PRINCIPAL FINANCIAL GROUP INC: 5,301,787 shares

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

  5. period ended2025-06-30
    13F 5,413,309 shares
    Change vs previous 13F -82,712 shares

    0.81% of the 13F portfolio, value $1,569,372,652.

    13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 88,215 shares
    • PRINCIPAL FINANCIAL GROUP INC: 5,325,094 shares

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

  6. period ended2025-03-31
    13F 5,496,021 shares
    Change vs previous 13F -159,758 shares

    0.74% of the 13F portfolio, value $1,347,740,638.

    13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 77,523 shares
    • PRINCIPAL FINANCIAL GROUP INC: 5,418,498 shares

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

  7. period ended2024-12-31
    13F 5,655,779 shares
    Change vs previous 13F -241,555 shares

    0.72% of the 13F portfolio, value $1,355,746,811.

    13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 77,193 shares
    • PRINCIPAL FINANCIAL GROUP INC: 5,578,586 shares

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

  8. period ended2024-09-30
    13F/A 5,897,334 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,243,512,020.

    13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 73,045 shares
    • PRINCIPAL FINANCIAL GROUP INC: 5,824,289 shares

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