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Consolidated Portfolio Review Corp: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Consolidated Portfolio Review Corp on JPM, newest first. How the timeline and the estimate are built.

Consolidated Portfolio Review Corp held 21,500 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,500 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $7,037,595.

    13F-HR 0001754960-26-000622 filed by Consolidated Portfolio Review Corp
    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 21,500 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $6,324,440.

    13F-HR 0001754960-26-000333 filed by Consolidated Portfolio Review Corp
    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 21,500 shares
    Change vs previous 13F +10,768 shares

    0.6% of the 13F portfolio, value $6,927,730.

    13F-HR 0001754960-26-000118 filed by Consolidated Portfolio Review Corp
    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 10,732 shares
    Change vs previous 13F +429 shares

    0.43% of the 13F portfolio, value $3,385,184.

    13F-HR 0001754960-25-000777 filed by Consolidated Portfolio Review Corp
    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 10,303 shares
    Change vs previous 13F +484 shares

    0.41% of the 13F portfolio, value $2,986,941.

    13F-HR 0001754960-25-000433 filed by Consolidated Portfolio Review Corp
    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 9,819 shares
    Change vs previous 13F +642 shares

    0.39% of the 13F portfolio, value $2,408,628.

    13F-HR 0001754960-25-000239 filed by Consolidated Portfolio Review Corp
    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 9,177 shares
    Change vs previous 13F +4,231 shares

    0.35% of the 13F portfolio, value $2,199,802.

    13F-HR 0001754960-25-000071 filed by Consolidated Portfolio Review Corp
    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 4,946 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,042,975.

    13F-HR 0001754960-24-000532 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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