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Disclosery

Carroll Investors, Inc: JPM position timeline

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

Carroll Investors, Inc held 817 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 817 shares
    Change vs previous 13F -92 shares

    0.11% of the 13F portfolio, value $267,429.

    13F-HR 0001172661-26-003009 filed by Carroll Investors, Inc
    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 909 shares
    Change vs previous 13F +909 shares

    0.14% of the 13F portfolio, value $267,391.

    13F-HR 0001172661-26-002268 filed by Carroll Investors, Inc
    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 0 shares
    Change vs previous 13F -955 shares

    13F-HR 0001172661-26-000765 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 955 shares
    Change vs previous 13F -1 shares

    0.15% of the 13F portfolio, value $301,388.

    13F-HR 0001172661-25-004690 filed by Carroll Investors, Inc
    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 956 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $275,510.

    13F-HR 0001172661-25-003221 filed by Carroll Investors, Inc
    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 956 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $233,063.

    13F-HR 0001172661-25-001791 filed by Carroll Investors, Inc
    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 956 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $228,933.

    13F-HR 0001172661-25-000835 filed by Carroll Investors, Inc
    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 956 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $201,372.

    13F-HR 0001172661-24-004799 filed by Carroll Investors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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