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CCM INVESTMENT ADVISERS LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CCM INVESTMENT ADVISERS LLC on JPM, newest first. How the timeline and the estimate are built.

CCM INVESTMENT ADVISERS LLC held 72,571 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 72,571 shares
    Change vs previous 13F +838 shares

    1.84% of the 13F portfolio, value $23,754,987.

    13F-HR 0000931097-26-000004 filed by CCM INVESTMENT ADVISERS LLC
    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 71,733 shares
    Change vs previous 13F -4,209 shares

    2.02% of the 13F portfolio, value $21,101,188.

    13F-HR 0000931097-26-000003 filed by CCM INVESTMENT ADVISERS LLC
    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 75,942 shares
    Change vs previous 13F -229 shares

    2.34% of the 13F portfolio, value $24,470,148.

    13F-HR 0000931097-26-000001 filed by CCM INVESTMENT ADVISERS LLC
    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 76,171 shares
    Change vs previous 13F +1,228 shares

    2.37% of the 13F portfolio, value $24,026,640.

    13F-HR 0000931097-25-000009 filed by CCM INVESTMENT ADVISERS LLC
    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 74,943 shares
    Change vs previous 13F +512 shares

    2.34% of the 13F portfolio, value $21,726,735.

    13F-HR 0000931097-25-000004 filed by CCM INVESTMENT ADVISERS LLC
    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 74,431 shares
    Change vs previous 13F -10,824 shares

    2.24% of the 13F portfolio, value $18,258,123.

    13F-HR 0000931097-25-000003 filed by CCM INVESTMENT ADVISERS LLC
    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 85,255 shares
    Change vs previous 13F -1,582 shares

    2.26% of the 13F portfolio, value $20,436,528.

    13F-HR 0000931097-25-000001 filed by CCM INVESTMENT ADVISERS LLC
    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 86,837 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $18,310,586.

    13F-HR 0000931097-24-000008 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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