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Tidal Investments LLC: JPM position timeline

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

Tidal Investments LLC held 595,339 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 595,339 shares
    Change vs previous 13F +45,936 shares

    0.47% of the 13F portfolio, value $194,872,314.

    13F-HR 0002000324-26-003371 filed by Tidal Investments LLC
    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 549,403 shares
    Change vs previous 13F +68,059 shares

    0.5% of the 13F portfolio, value $161,322,256.

    13F-HR 0002000324-26-001933 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 481,344 shares
    Change vs previous 13F +82,100 shares

    0.65% of the 13F portfolio, value $155,099,456.

    13F-HR 0001600064-26-000002 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 399,244 shares
    Change vs previous 13F +112,639 shares

    0.53% of the 13F portfolio, value $125,933,535.

    13F-HR 0001600064-25-000011 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 286,605 shares
    Change vs previous 13F +24,715 shares

    0.54% of the 13F portfolio, value $83,089,656.

    13F-HR 0001600064-25-000009 filed by Tidal Investments LLC
    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 261,890 shares
    Change vs previous 13F -15,002 shares

    0.54% of the 13F portfolio, value $64,241,617.

    13F-HR 0001600064-25-000007 filed by Tidal Investments LLC
    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 276,892 shares
    Change vs previous 13F +137,383 shares

    0.55% of the 13F portfolio, value $66,373,781.

    13F-HR 0001600064-25-000003 filed by Tidal Investments LLC
    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/A 139,509 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $29,416,867.

    13F-HR/A 0001600064-24-000008 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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