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CONSOLIDATED CAPITAL MANAGEMENT, LLC: JPM position timeline

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

CONSOLIDATED CAPITAL MANAGEMENT, LLC held 26,071 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,071 shares
    Change vs previous 13F -112 shares

    2.37% of the 13F portfolio, value $8,625,069.

    13F-HR 0001085146-26-000883 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,183 shares
    Change vs previous 13F +351 shares

    2.29% of the 13F portfolio, value $8,570,482.

    13F-HR 0001666613-26-000006 filed by CONSOLIDATED CAPITAL 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 ended2026-03-31
    13F 25,832 shares
    Change vs previous 13F +919 shares

    2.45% of the 13F portfolio, value $7,598,742.

    13F-HR 0001666613-26-000003 filed by CONSOLIDATED CAPITAL 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 ended2025-12-31
    13F 24,913 shares
    Change vs previous 13F +6,390 shares

    2.43% of the 13F portfolio, value $8,027,467.

    13F-HR 0001666613-26-000002 filed by CONSOLIDATED CAPITAL 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 ended2025-09-30
    13F 18,523 shares
    Change vs previous 13F -3,172 shares

    2.07% of the 13F portfolio, value $5,842,710.

    13F-HR 0001666613-25-000004 filed by CONSOLIDATED CAPITAL 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 ended2025-06-30
    13F 21,695 shares
    Change vs previous 13F +612 shares

    2.27% of the 13F portfolio, value $6,289,598.

    13F-HR 0001085146-25-003914 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,083 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $5,171,660.

    13F-HR 0001085146-25-002447 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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