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Carrera Capital Advisors: JPM position timeline

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

Carrera Capital Advisors held 21,175 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,175 shares
    Change vs previous 13F +172 shares

    1.03% of the 13F portfolio, value $6,931,340.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 21,003 shares
    Change vs previous 13F +930 shares

    0.95% of the 13F portfolio, value $6,178,278.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    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 20,073 shares
    Change vs previous 13F +14,304 shares

    1.09% of the 13F portfolio, value $6,467,971.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    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 5,769 shares
    Change vs previous 13F +121 shares

    0.33% of the 13F portfolio, value $1,819,853.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    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 5,648 shares
    Change vs previous 13F -183 shares

    0.33% of the 13F portfolio, value $1,637,444.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    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 5,831 shares
    Change vs previous 13F +1,045 shares

    0.32% of the 13F portfolio, value $1,430,321.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    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 4,786 shares
    Change vs previous 13F +489 shares

    0.27% of the 13F portfolio, value $1,147,325.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    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 4,297 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $905,990.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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