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Disclosery

Clark & Stuart, Inc: JPM position timeline

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

Clark & Stuart, Inc held 3,943 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,943 shares
    Change vs previous 13F +55 shares

    0.81% of the 13F portfolio, value $1,290,662.

    13F-HR 0001754960-26-000477 filed by Clark & Stuart, 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 3,888 shares
    Change vs previous 13F -2 shares

    0.77% of the 13F portfolio, value $1,143,694.

    13F-HR 0001754960-26-000232 filed by Clark & Stuart, 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 3,890 shares
    Change vs previous 13F -6 shares

    0.86% of the 13F portfolio, value $1,253,436.

    13F-HR 0001754960-26-000012 filed by Clark & Stuart, Inc
    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 3,896 shares
    Change vs previous 13F +207 shares

    0.88% of the 13F portfolio, value $1,228,915.

    13F-HR 0001754960-25-000666 filed by Clark & Stuart, 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 3,689 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,069,478.

    13F-HR 0001754960-25-000467 filed by Clark & Stuart, Inc
    Filed (acceptance time not in the bulk data set), ingested

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