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Disclosery

Carnegie Investment Counsel: JPM position timeline

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

Carnegie Investment Counsel held 375,035 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375,035 shares
    Change vs previous 13F -45,763 shares

    2.4% of the 13F portfolio, value $119,927,408.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 420,798 shares
    Change vs previous 13F +1,651 shares

    2.36% of the 13F portfolio, value $121,028,060.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 419,147 shares
    Change vs previous 13F +19,319 shares

    2.49% of the 13F portfolio, value $135,057,672.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 399,828 shares
    Change vs previous 13F -9,880 shares

    2.38% of the 13F portfolio, value $126,117,813.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 409,708 shares
    Change vs previous 13F -8,292 shares

    2.39% of the 13F portfolio, value $118,778,398.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 418,000 shares
    Change vs previous 13F +66,905 shares

    2.18% of the 13F portfolio, value $91,794,625.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 351,095 shares
    Change vs previous 13F -586 shares

    2.42% of the 13F portfolio, value $84,160,885.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 351,681 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $74,155,135.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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