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Disclosery

TOCQUEVILLE ASSET MANAGEMENT L.P.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOCQUEVILLE ASSET MANAGEMENT L.P. on JPM, newest first. How the timeline and the estimate are built.

TOCQUEVILLE ASSET MANAGEMENT L.P. held 240,659 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,659 shares
    Change vs previous 13F -10,684 shares

    1.04% of the 13F portfolio, value $78,775,019.

    13F-HR 0000919574-26-004901 filed by TOCQUEVILLE ASSET MANAGEMENT L.P.
    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 251,343 shares
    Change vs previous 13F -6,044 shares

    1.1% of the 13F portfolio, value $73,935,155.

    13F-HR 0000919574-26-002885 filed by TOCQUEVILLE ASSET MANAGEMENT L.P.
    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 257,387 shares
    Change vs previous 13F -5,074 shares

    1.21% of the 13F portfolio, value $82,935,346.

    13F-HR 0000919574-26-000743 filed by TOCQUEVILLE ASSET MANAGEMENT L.P.
    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 262,461 shares
    Change vs previous 13F -6,605 shares

    1.21% of the 13F portfolio, value $82,788,178.

    13F-HR 0000919574-25-006724 filed by TOCQUEVILLE ASSET MANAGEMENT L.P.
    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 269,066 shares
    Change vs previous 13F -8,842 shares

    1.19% of the 13F portfolio, value $78,005,020.

    13F-HR 0000919574-25-004475 filed by TOCQUEVILLE ASSET MANAGEMENT L.P.
    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 277,908 shares
    Change vs previous 13F -1,131 shares

    1.12% of the 13F portfolio, value $68,170,914.

    13F-HR 0000919574-25-002859 filed by TOCQUEVILLE ASSET MANAGEMENT L.P.
    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 279,039 shares
    Change vs previous 13F -37 shares

    1.05% of the 13F portfolio, value $66,888,554.

    13F-HR 0000919574-25-000916 filed by TOCQUEVILLE ASSET MANAGEMENT L.P.
    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 279,076 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $58,846,044.

    13F-HR 0000919574-24-006247 filed by TOCQUEVILLE ASSET MANAGEMENT L.P.
    Filed (acceptance time not in the bulk data set), ingested

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