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Disclosery

Carlson Capital, L.P.: JPM position timeline

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

Carlson Capital, L.P. held 68,285 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 68,285 shares
    Change vs previous 13F +61,770 shares

    4.61% of the 13F portfolio, value $22,351,729.

    13F-HR 0001056973-26-000010 filed by Carlson Capital, L.P.
    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 6,515 shares
    Change vs previous 13F +1,415 shares

    0.76% of the 13F portfolio, value $1,916,452.

    13F-HR 0001056973-26-000005 filed by Carlson Capital, L.P.
    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 5,100 shares
    Change vs previous 13F +1,000 shares

    0.79% of the 13F portfolio, value $1,643,322.

    13F-HR 0001056973-26-000003 filed by Carlson Capital, L.P.
    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 4,100 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,293,263.

    13F-HR 0001056973-25-000017 filed by Carlson Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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