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Disclosery

CoreCap Advisors, LLC: JPM position timeline

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

CoreCap Advisors, LLC held 34,016 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,016 shares
    Change vs previous 13F +1,703 shares

    0.32% of the 13F portfolio, value $11,253,555.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,313 shares
    Change vs previous 13F +1,389 shares

    0.31% of the 13F portfolio, value $10,577,136.

    13F-HR 0001902501-26-000003 filed by CoreCap Advisors, 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 30,924 shares
    Change vs previous 13F +1,059 shares

    0.31% of the 13F portfolio, value $9,096,756.

    13F-HR 0001902501-26-000002 filed by CoreCap Advisors, 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 29,865 shares
    Change vs previous 13F +851 shares

    0.34% of the 13F portfolio, value $9,623,063.

    13F-HR 0001902501-26-000001 filed by CoreCap Advisors, 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 29,014 shares
    Change vs previous 13F +1,610 shares

    0.33% of the 13F portfolio, value $9,152,155.

    13F-HR 0001902501-25-000005 filed by CoreCap Advisors, 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 27,404 shares
    Change vs previous 13F +1,472 shares

    0.32% of the 13F portfolio, value $7,944,704.

    13F-HR 0001902501-25-000004 filed by CoreCap Advisors, 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 25,932 shares
    Change vs previous 13F +801 shares

    0.28% of the 13F portfolio, value $6,361,059.

    13F-HR 0001984732-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,131 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,024,222.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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