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Curbstone Financial Management Corp: JPM position timeline

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

Curbstone Financial Management Corp held 22,720 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,720 shares
    Change vs previous 13F +1,300 shares

    1.27% of the 13F portfolio, value $7,436,938.

    13F-HR 0001608057-26-000007 filed by Curbstone Financial Management 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 21,420 shares
    Change vs previous 13F -764 shares

    1.21% of the 13F portfolio, value $6,300,907.

    13F-HR 0001608057-26-000004 filed by Curbstone Financial Management 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 22,184 shares
    Change vs previous 13F +488 shares

    1.37% of the 13F portfolio, value $7,148,128.

    13F-HR 0001608057-26-000002 filed by Curbstone Financial Management 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 21,696 shares
    Change vs previous 13F -422 shares

    1.32% of the 13F portfolio, value $6,843,569.

    13F-HR 0001608057-25-000010 filed by Curbstone Financial Management 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 22,118 shares
    Change vs previous 13F +401 shares

    1.32% of the 13F portfolio, value $6,412,229.

    13F-HR 0001608057-25-000008 filed by Curbstone Financial Management 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 21,717 shares
    Change vs previous 13F -883 shares

    1.12% of the 13F portfolio, value $5,327,186.

    13F-HR 0001608057-25-000005 filed by Curbstone Financial Management 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 22,600 shares
    Change vs previous 13F +300 shares

    1.15% of the 13F portfolio, value $5,417,446.

    13F-HR 0001608057-25-000002 filed by Curbstone Financial Management 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 22,300 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $4,702,178.

    13F-HR 0001608057-24-000008 filed by Curbstone Financial Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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