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Csenge Advisory Group: JPM position timeline

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

Csenge Advisory Group held 44,541 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,541 shares
    Change vs previous 13F +3,616 shares

    0.59% of the 13F portfolio, value $14,579,693.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 40,925 shares
    Change vs previous 13F +3 shares

    0.55% of the 13F portfolio, value $12,038,613.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 40,922 shares
    Change vs previous 13F +1,371 shares

    0.6% of the 13F portfolio, value $13,186,039.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 39,551 shares
    Change vs previous 13F -810 shares

    0.6% of the 13F portfolio, value $12,475,633.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 40,361 shares
    Change vs previous 13F -1,340 shares

    0.56% of the 13F portfolio, value $10,655,202.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 41,701 shares
    Change vs previous 13F +6,988 shares

    0.55% of the 13F portfolio, value $9,672,959.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 34,713 shares
    Change vs previous 13F +2,604 shares

    0.45% of the 13F portfolio, value $8,321,151.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 32,109 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $7,137,493.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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