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SEI INVESTMENTS CO: JPM position timeline

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

SEI INVESTMENTS CO held 1,174,779 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,174,779 shares
    Change vs previous 13F -123,841 shares

    0.34% of the 13F portfolio, value $384,541,497.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    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 1,298,620 shares
    Change vs previous 13F +338,806 shares

    0.35% of the 13F portfolio, value $381,996,804.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    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 959,814 shares
    Change vs previous 13F +58,861 shares

    0.31% of the 13F portfolio, value $309,273,924.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    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 900,953 shares
    Change vs previous 13F +46,983 shares

    0.31% of the 13F portfolio, value $284,188,114.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    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 853,970 shares
    Change vs previous 13F +18,922 shares

    0.29% of the 13F portfolio, value $247,588,050.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    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/A 835,048 shares
    Change vs previous 13F +42,382 shares

    0.26% of the 13F portfolio, value $204,837,613.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    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 792,666 shares
    Change vs previous 13F -10,822 shares

    0.24% of the 13F portfolio, value $190,022,984.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    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 803,488 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $169,425,770.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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