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Cardinal Point Capital Management ULC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cardinal Point Capital Management ULC on JPM, newest first. How the timeline and the estimate are built.

Cardinal Point Capital Management ULC held 60,964 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,964 shares
    Change vs previous 13F +66 shares

    1.13% of the 13F portfolio, value $19,955,320.

    13F-HR 0001950841-26-000003 filed by Cardinal Point Capital Management ULC
    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 60,898 shares
    Change vs previous 13F +732 shares

    1.1% of the 13F portfolio, value $17,913,628.

    13F-HR 0001950841-26-000002 filed by Cardinal Point Capital Management ULC
    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 60,166 shares
    Change vs previous 13F +703 shares

    1.27% of the 13F portfolio, value $19,386,548.

    13F-HR 0001950841-26-000001 filed by Cardinal Point Capital Management ULC
    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 59,463 shares
    Change vs previous 13F -1,504 shares

    1.31% of the 13F portfolio, value $18,756,502.

    13F-HR 0001950841-25-000002 filed by Cardinal Point Capital Management ULC
    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 60,967 shares
    Change vs previous 13F +79 shares

    1.4% of the 13F portfolio, value $17,674,947.

    13F-HR 0001085146-25-004346 filed by Cardinal Point Capital Management ULC
    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 60,888 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $14,935,895.

    13F-HR 0001085146-25-002760 filed by Cardinal Point Capital Management ULC
    Filed (acceptance time not in the bulk data set), ingested

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