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Disclosery

Adalta Capital Management LLC: JPM position timeline

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

Adalta Capital Management LLC held 47,083 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 47,083 shares
    Change vs previous 13F -527 shares

    6.77% of the 13F portfolio, value $15,411,678.

    13F-HR 0001698926-26-000003 filed by Adalta Capital Management 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 47,610 shares
    Change vs previous 13F -70 shares

    6.7% of the 13F portfolio, value $14,004,958.

    13F-HR 0001698926-26-000002 filed by Adalta Capital Management 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 47,680 shares
    Change vs previous 13F -532 shares

    6.86% of the 13F portfolio, value $15,363,450.

    13F-HR 0001698926-26-000001 filed by Adalta Capital Management 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 48,212 shares
    Change vs previous 13F 0 shares

    6.9% of the 13F portfolio, value $15,207,511.

    13F-HR 0001698926-25-000007 filed by Adalta Capital Management 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 48,212 shares
    Change vs previous 13F -946 shares

    7.01% of the 13F portfolio, value $13,977,141.

    13F-HR 0001698926-25-000003 filed by Adalta Capital Management 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 49,158 shares
    Change vs previous 13F +109 shares

    6.42% of the 13F portfolio, value $12,058,457.

    13F-HR 0001698926-25-000002 filed by Adalta Capital Management 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 49,049 shares
    Change vs previous 13F +140 shares

    6.14% of the 13F portfolio, value $11,757,536.

    13F-HR 0001698926-25-000001 filed by Adalta Capital Management 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 48,909 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $10,312,952.

    13F-HR 0001698926-24-000005 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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