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CALDWELL SUTTER CAPITAL, INC.: JPM position timeline

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

CALDWELL SUTTER CAPITAL, INC. held 7,167 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,167 shares
    Change vs previous 13F -1,829 shares

    0.88% of the 13F portfolio, value $2,345,897.

    13F-HR 0000702007-26-000009 filed by CALDWELL SUTTER CAPITAL, INC.
    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 8,996 shares
    Change vs previous 13F -230 shares

    1.08% of the 13F portfolio, value $2,646,281.

    13F-HR 0000702007-26-000007 filed by CALDWELL SUTTER CAPITAL, INC.
    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 9,226 shares
    Change vs previous 13F -131 shares

    1.26% of the 13F portfolio, value $2,972,912.

    13F-HR 0000702007-26-000002 filed by CALDWELL SUTTER CAPITAL, INC.
    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 9,357 shares
    Change vs previous 13F -131 shares

    1.26% of the 13F portfolio, value $2,951,365.

    13F-HR 0000702007-25-000010 filed by CALDWELL SUTTER CAPITAL, INC.
    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 9,488 shares
    Change vs previous 13F -84 shares

    1.26% of the 13F portfolio, value $2,750,653.

    13F-HR 0001415889-25-019662 filed by CALDWELL SUTTER CAPITAL, INC.
    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 9,572 shares
    Change vs previous 13F -538 shares

    1.12% of the 13F portfolio, value $2,348,039.

    13F-HR 0001415889-25-010784 filed by CALDWELL SUTTER CAPITAL, INC.
    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 10,110 shares
    Change vs previous 13F +712 shares

    1.13% of the 13F portfolio, value $2,423,574.

    13F-HR 0001415889-25-001734 filed by CALDWELL SUTTER CAPITAL, INC.
    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 9,398 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,981,586.

    13F-HR 0001415889-24-025629 filed by CALDWELL SUTTER CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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