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ALTA CAPITAL MANAGEMENT LLC/: JPM position timeline

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

ALTA CAPITAL MANAGEMENT LLC/ held 25,346 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,346 shares
    Change vs previous 13F -423 shares

    0.62% of the 13F portfolio, value $8,296,556.

    13F-HR 0001398344-26-012834 filed by ALTA 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 25,769 shares
    Change vs previous 13F +147 shares

    0.59% of the 13F portfolio, value $7,580,254.

    13F-HR 0001093589-26-000004 filed by ALTA 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 25,622 shares
    Change vs previous 13F -383 shares

    0.55% of the 13F portfolio, value $8,255,970.

    13F-HR 0001093589-26-000002 filed by ALTA 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 26,005 shares
    Change vs previous 13F -1,873 shares

    0.46% of the 13F portfolio, value $8,202,805.

    13F-HR 0001093589-25-000012 filed by ALTA 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 27,878 shares
    Change vs previous 13F +1,200 shares

    0.46% of the 13F portfolio, value $8,082,155.

    13F-HR 0001093589-25-000008 filed by ALTA 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 26,678 shares
    Change vs previous 13F -112 shares

    0.42% of the 13F portfolio, value $6,544,235.

    13F-HR 0001093589-25-000004 filed by ALTA 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 26,790 shares
    Change vs previous 13F -790 shares

    0.38% of the 13F portfolio, value $6,421,948.

    13F-HR 0001093589-25-000001 filed by ALTA 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 27,580 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,815,706.

    13F-HR 0001093589-24-000006 filed by ALTA CAPITAL MANAGEMENT LLC/
    Filed (acceptance time not in the bulk data set), ingested

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