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Applied Finance Capital Management, LLC: JPM position timeline

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

Applied Finance Capital Management, LLC held 58,030 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 58,030 shares
    Change vs previous 13F -10,355 shares

    1.41% of the 13F portfolio, value $18,995,184.

    13F-HR 0001398344-26-012840 filed by Applied Finance 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 68,385 shares
    Change vs previous 13F -4,986 shares

    1.51% of the 13F portfolio, value $20,116,085.

    13F-HR 0001398344-26-008142 filed by Applied Finance 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 73,371 shares
    Change vs previous 13F -4,520 shares

    1.69% of the 13F portfolio, value $23,641,453.

    13F-HR 0001398344-26-002284 filed by Applied Finance 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 77,891 shares
    Change vs previous 13F -18,192 shares

    1.75% of the 13F portfolio, value $24,569,225.

    13F-HR 0001398344-25-020421 filed by Applied Finance 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 96,083 shares
    Change vs previous 13F +6,681 shares

    1.9% of the 13F portfolio, value $27,854,134.

    13F-HR 0001398344-25-013981 filed by Applied Finance 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 89,402 shares
    Change vs previous 13F -140,766 shares

    1.61% of the 13F portfolio, value $21,930,355.

    13F-HR 0001398344-25-008845 filed by Applied Finance 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 230,168 shares
    Change vs previous 13F +31,712 shares

    2.4% of the 13F portfolio, value $55,173,467.

    13F-HR 0001398344-25-002620 filed by Applied Finance 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/A 198,456 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $41,846,357.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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