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Disclosery

COURIER CAPITAL LLC: JPM position timeline

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

COURIER CAPITAL LLC held 74,868 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,868 shares
    Change vs previous 13F -1,842 shares

    1.22% of the 13F portfolio, value $24,506,803.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL LLC
    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/A 76,710 shares
    Change vs previous 13F -1,761 shares

    1.26% of the 13F portfolio, value $22,564,979.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL LLC
    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 78,471 shares
    Change vs previous 13F -2,475 shares

    1.42% of the 13F portfolio, value $25,284,856.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 80,946 shares
    Change vs previous 13F -2,113 shares

    1.46% of the 13F portfolio, value $25,532,867.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 83,059 shares
    Change vs previous 13F -1,586 shares

    1.46% of the 13F portfolio, value $24,079,518.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 84,645 shares
    Change vs previous 13F +47 shares

    1.36% of the 13F portfolio, value $20,763,296.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL LLC
    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 84,598 shares
    Change vs previous 13F -7,008 shares

    1.4% of the 13F portfolio, value $20,278,878.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 91,606 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $19,316,070.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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