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Disclosery

Quilter Plc: JPM position timeline

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

Quilter Plc held 741,791 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 741,791 shares
    Change vs previous 13F +23,429 shares

    3.65% of the 13F portfolio, value $242,810,449.

    13F-HR 0001770632-26-000003 filed by Quilter Plc
    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 718,362 shares
    Change vs previous 13F +13,973 shares

    3.71% of the 13F portfolio, value $211,313,366.

    13F-HR 0001770632-26-000002 filed by Quilter Plc
    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 704,389 shares
    Change vs previous 13F -10,195 shares

    3.81% of the 13F portfolio, value $226,968,224.

    13F-HR 0001770632-26-000001 filed by Quilter Plc
    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 714,584 shares
    Change vs previous 13F -1,232 shares

    3.87% of the 13F portfolio, value $225,401,231.

    13F-HR 0001770632-25-000017 filed by Quilter Plc
    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 715,816 shares
    Change vs previous 13F -8,179 shares

    3.79% of the 13F portfolio, value $207,522,217.

    13F-HR 0001770632-25-000011 filed by Quilter Plc
    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 723,995 shares
    Change vs previous 13F -10,992 shares

    3.69% of the 13F portfolio, value $177,595,973.

    13F-HR 0001770632-25-000006 filed by Quilter Plc
    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 734,987 shares
    Change vs previous 13F -23,458 shares

    3.48% of the 13F portfolio, value $176,183,733.

    13F-HR 0001770632-25-000001 filed by Quilter Plc
    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 758,445 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $159,925,713.

    13F-HR 0001770632-24-000017 filed by Quilter Plc
    Filed (acceptance time not in the bulk data set), ingested

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