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Carmel Capital Management L.L.C.: JPM position timeline

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

Carmel Capital Management L.L.C. held 62,144 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,144 shares
    Change vs previous 13F +45 shares

    4.46% of the 13F portfolio, value $20,341,596.

    13F-HR 0001754960-26-000626 filed by Carmel Capital Management L.L.C.
    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 62,099 shares
    Change vs previous 13F -128 shares

    5.23% of the 13F portfolio, value $18,267,042.

    13F-HR 0001754960-26-000318 filed by Carmel Capital Management L.L.C.
    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 62,227 shares
    Change vs previous 13F +850 shares

    6.08% of the 13F portfolio, value $20,050,784.

    13F-HR 0001754960-26-000131 filed by Carmel Capital Management L.L.C.
    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 61,377 shares
    Change vs previous 13F +105 shares

    5.88% of the 13F portfolio, value $19,360,147.

    13F-HR 0001754960-25-000776 filed by Carmel Capital Management L.L.C.
    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 61,272 shares
    Change vs previous 13F -100 shares

    5.99% of the 13F portfolio, value $17,763,366.

    13F-HR 0001754960-25-000538 filed by Carmel Capital Management L.L.C.
    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 61,372 shares
    Change vs previous 13F -75 shares

    6.11% of the 13F portfolio, value $15,054,552.

    13F-HR 0001754960-25-000261 filed by Carmel Capital Management L.L.C.
    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 61,447 shares
    Change vs previous 13F -210 shares

    5.56% of the 13F portfolio, value $14,729,460.

    13F-HR 0001754960-25-000047 filed by Carmel Capital Management L.L.C.
    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 61,657 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $13,000,995.

    13F-HR 0001754960-24-000505 filed by Carmel Capital Management L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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