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BROADWATER CAPITAL MANAGEMENT LLC: JPM position timeline

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

BROADWATER CAPITAL MANAGEMENT LLC held 1,881 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,881 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $615,708.

    13F-HR 0002084339-26-000011 filed by BROADWATER 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 1,881 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $606,096.

    13F-HR 0002084339-26-000010 filed by BROADWATER 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 1,881 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $606,096.

    13F-HR 0002084339-26-000001 filed by BROADWATER 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/A 1,881 shares
    Change vs previous 13F -543,440 shares

    0.43% of the 13F portfolio, value $593,324.

    13F-HR/A 0002084339-26-000002 filed by BROADWATER 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/A 545,321 shares
    Change vs previous 13F +543,440 shares

    13F-HR/A 0002084339-26-000003 filed by BROADWATER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  6. period ended2025-03-31
    13F/A 1,881 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $461,409.

    13F-HR/A 0002084339-26-000004 filed by BROADWATER 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/A 1,881 shares
    Change vs previous 13F +1,300 shares

    0.35% of the 13F portfolio, value $450,895.

    13F-HR/A 0002084339-26-000005 filed by BROADWATER 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 581 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $122,510.

    13F-HR/A 0002084339-26-000006 filed by BROADWATER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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