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Disclosery

CAPITAL COUNSEL LLC/NY: JPM position timeline

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

CAPITAL COUNSEL LLC/NY held 1,511 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,511 shares
    Change vs previous 13F -68 shares

    0.02% of the 13F portfolio, value $494,596.

    13F-HR 0001114928-26-000004 filed by CAPITAL COUNSEL LLC/NY
    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 1,579 shares
    Change vs previous 13F +98 shares

    0.02% of the 13F portfolio, value $464,479.

    13F-HR 0001114928-26-000003 filed by CAPITAL COUNSEL LLC/NY
    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 1,481 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $477,208.

    13F-HR 0001114928-26-000001 filed by CAPITAL COUNSEL LLC/NY
    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 1,481 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $467,152.

    13F-HR 0001114928-25-000008 filed by CAPITAL COUNSEL LLC/NY
    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 1,526 shares
    Change vs previous 13F -583 shares

    0.02% of the 13F portfolio, value $442,403.

    13F-HR 0001114928-25-000007 filed by CAPITAL COUNSEL LLC/NY
    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 2,109 shares
    Change vs previous 13F +549 shares

    0.02% of the 13F portfolio, value $517,338.

    13F-HR 0001114928-25-000004 filed by CAPITAL COUNSEL LLC/NY
    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 1,560 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $373,948.

    13F-HR/A 0001114928-25-000003 filed by CAPITAL COUNSEL LLC/NY
    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 1,610 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $339,485.

    13F-HR 0001114928-24-000005 filed by CAPITAL COUNSEL LLC/NY
    Filed (acceptance time not in the bulk data set), ingested

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