Capital Squared Financial LLC: JPM position timeline

Capital Squared Financial LLC held 4,180 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,180 shares

   Change vs previous 13F +80 shares

   0.89% of the 13F portfolio, value $1,368,390.

   13F-HR 0002128691-26-000005 filed by Capital Squared Financial LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,100 shares

   Change vs previous 13F +493 shares

   0.92% of the 13F portfolio, value $1,206,012.

   13F-HR 0002128691-26-000004 filed by Capital Squared Financial LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,607 shares

   Change vs previous 13F +102 shares

   0.91% of the 13F portfolio, value $1,162,159.

   13F-HR 0002128691-26-000003 filed by Capital Squared Financial LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-09-30

   13F 3,505 shares

   Change vs previous 13F +214 shares

   0.96% of the 13F portfolio, value $1,105,721.

   13F-HR 0002128691-26-000002 filed by Capital Squared Financial LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

5. period ended2025-06-30

   13F 3,291 shares

   Change vs previous 13F not available

   1.11% of the 13F portfolio, value $954,127.

   13F-HR 0002128691-26-000001 filed by Capital Squared Financial LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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