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Disclosery

CAPE ANN SAVINGS BANK: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPE ANN SAVINGS BANK on JPM, newest first. How the timeline and the estimate are built.

CAPE ANN SAVINGS BANK held 8,972 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,972 shares
    Change vs previous 13F -70 shares

    1.38% of the 13F portfolio, value $2,936,805.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 9,042 shares
    Change vs previous 13F +1,174 shares

    1.34% of the 13F portfolio, value $2,659,795.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 7,868 shares
    Change vs previous 13F +356 shares

    1.3% of the 13F portfolio, value $2,535,227.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 7,512 shares
    Change vs previous 13F -85 shares

    1.27% of the 13F portfolio, value $2,369,510.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 7,597 shares
    Change vs previous 13F -825 shares

    1.32% of the 13F portfolio, value $2,202,446.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 8,422 shares
    Change vs previous 13F -543 shares

    1.3% of the 13F portfolio, value $2,065,917.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    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 8,965 shares
    Change vs previous 13F -180 shares

    1.26% of the 13F portfolio, value $2,149,000.

    13F-HR 0000936938-25-000001 filed by CAPE ANN SAVINGS BANK
    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 9,145 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,928,315.

    13F-HR 0000936938-24-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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