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COERENTE CAPITAL MANAGEMENT: JPM position timeline

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

COERENTE CAPITAL MANAGEMENT held 41,273 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,273 shares
    Change vs previous 13F -525 shares

    2.49% of the 13F portfolio, value $13,509,891.

    13F-HR 0001860790-26-000003 filed by COERENTE CAPITAL MANAGEMENT
    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 41,798 shares
    Change vs previous 13F -505 shares

    2.29% of the 13F portfolio, value $12,295,299.

    13F-HR 0001860790-26-000002 filed by COERENTE CAPITAL MANAGEMENT
    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 42,303 shares
    Change vs previous 13F +112 shares

    2.49% of the 13F portfolio, value $13,630,872.

    13F-HR 0001860790-26-000001 filed by COERENTE CAPITAL MANAGEMENT
    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 42,191 shares
    Change vs previous 13F -1,255 shares

    2.36% of the 13F portfolio, value $13,308,307.

    13F-HR 0001860790-25-000006 filed by COERENTE CAPITAL MANAGEMENT
    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 43,446 shares
    Change vs previous 13F -500 shares

    2.32% of the 13F portfolio, value $12,595,429.

    13F-HR 0001860790-25-000004 filed by COERENTE CAPITAL MANAGEMENT
    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 43,946 shares
    Change vs previous 13F -80 shares

    2.1% of the 13F portfolio, value $10,779,953.

    13F-HR 0001860790-25-000003 filed by COERENTE CAPITAL MANAGEMENT
    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 44,026 shares
    Change vs previous 13F -1,215 shares

    1.97% of the 13F portfolio, value $10,553,472.

    13F-HR 0001860790-25-000001 filed by COERENTE CAPITAL MANAGEMENT
    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 45,241 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $9,539,517.

    13F-HR 0001860790-24-000005 filed by COERENTE CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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