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Disclosery

Caprock Group, LLC: JPM position timeline

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

Caprock Group, LLC held 104,320 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,320 shares
    Change vs previous 13F +4,664 shares

    0.65% of the 13F portfolio, value $34,147,374.

    13F-HR 0001610769-26-000003 filed by Caprock Group, LLC
    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 99,656 shares
    Change vs previous 13F -4,349 shares

    0.71% of the 13F portfolio, value $29,314,955.

    13F-HR 0001610769-26-000002 filed by Caprock Group, LLC
    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 104,005 shares
    Change vs previous 13F +12,732 shares

    0.71% of the 13F portfolio, value $33,512,773.

    13F-HR 0001610769-26-000001 filed by Caprock Group, LLC
    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 91,273 shares
    Change vs previous 13F +4,493 shares

    0.68% of the 13F portfolio, value $27,511,686.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 86,780 shares
    Change vs previous 13F +6,977 shares

    0.65% of the 13F portfolio, value $21,287,253.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 79,803 shares
    Change vs previous 13F +2,937 shares

    0.63% of the 13F portfolio, value $19,129,603.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 76,866 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $16,208,166.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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