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Disclosery

Cercano Management LLC: JPM position timeline

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

Cercano Management LLC held 8,022 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,022 shares
    Change vs previous 13F -20,363 shares

    0.35% of the 13F portfolio, value $2,625,842.

    13F-HR/A 0001062993-26-004352 filed by Cercano Management 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 28,385 shares
    Change vs previous 13F -20,969 shares

    0.36% of the 13F portfolio, value $8,349,732.

    13F-HR 0001062993-26-002563 filed by Cercano Management 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 49,354 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $15,902,846.

    13F-HR 0001062993-26-000745 filed by Cercano Management 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 49,354 shares
    Change vs previous 13F -44,719 shares

    0.6% of the 13F portfolio, value $15,567,733.

    13F-HR 0001062993-25-016553 filed by Cercano Management 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 94,073 shares
    Change vs previous 13F +94,073 shares

    0.78% of the 13F portfolio, value $27,272,704.

    13F-HR 0001062993-25-013989 filed by Cercano Management 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 0 shares
    Change vs previous 13F -124,024 shares

    13F-HR 0001936416-25-000006 filed by Cercano Management LLC
    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.

  7. period ended2024-12-31
    13F 124,024 shares
    Change vs previous 13F +121,591 shares

    0.76% of the 13F portfolio, value $29,729,793.

    13F-HR 0001936416-25-000004 filed by Cercano Management 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 2,433 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $513,022.

    13F-HR 0001936416-24-000017 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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