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Disclosery

Cape Investment Advisory, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cape Investment Advisory, Inc. on JPM, newest first. How the timeline and the estimate are built.

Cape Investment Advisory, Inc. held 4,282 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,282 shares
    Change vs previous 13F -24 shares

    0.36% of the 13F portfolio, value $1,416,681.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,306 shares
    Change vs previous 13F -14 shares

    0.38% of the 13F portfolio, value $1,409,425.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    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 4,320 shares
    Change vs previous 13F +405 shares

    0.42% of the 13F portfolio, value $1,270,783.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,915 shares
    Change vs previous 13F +1,157 shares

    0.39% of the 13F portfolio, value $1,255,365.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,758 shares
    Change vs previous 13F -621 shares

    0.86% of the 13F portfolio, value $869,949.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,379 shares
    Change vs previous 13F -512 shares

    0.36% of the 13F portfolio, value $979,556.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    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 3,891 shares
    Change vs previous 13F -8 shares

    0.38% of the 13F portfolio, value $954,549.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,899 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $934,580.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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