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Disclosery

Breakwater Capital Group: JPM position timeline

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

Breakwater Capital Group held 12,797 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,797 shares
    Change vs previous 13F -1,207 shares

    0.5% of the 13F portfolio, value $4,233,632.

    13F-HR 0001085146-26-000831 filed by Breakwater Capital Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,004 shares
    Change vs previous 13F +52 shares

    0.55% of the 13F portfolio, value $4,583,929.

    13F-HR 0001964309-26-000003 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,952 shares
    Change vs previous 13F +29 shares

    0.55% of the 13F portfolio, value $4,104,120.

    13F-HR 0001964309-26-000002 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,923 shares
    Change vs previous 13F +20 shares

    0.63% of the 13F portfolio, value $4,486,269.

    13F-HR 0001964309-26-000001 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,903 shares
    Change vs previous 13F -36 shares

    0.65% of the 13F portfolio, value $4,385,423.

    13F-HR 0001964309-25-000004 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,939 shares
    Change vs previous 13F +22 shares

    0.66% of the 13F portfolio, value $4,041,077.

    13F-HR 0001085146-25-003623 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,917 shares
    Change vs previous 13F +2,860 shares

    0.61% of the 13F portfolio, value $3,413,858.

    13F-HR 0001085146-25-002021 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,057 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,650,491.

    13F-HR 0001085146-25-000156 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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