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Disclosery

Curi Capital, LLC: JPM position timeline

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

Curi Capital, LLC held 373,734 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 373,734 shares
    Change vs previous 13F -33,946 shares

    1.89% of the 13F portfolio, value $122,334,402.

    13F-HR 0001172661-26-003671 filed by Curi 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 407,680 shares
    Change vs previous 13F -3,560 shares

    2.14% of the 13F portfolio, value $119,922,899.

    13F-HR 0001172661-26-002229 filed by Curi 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 411,240 shares
    Change vs previous 13F -1,316 shares

    2.3% of the 13F portfolio, value $132,509,595.

    13F-HR 0001172661-26-000968 filed by Curi 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 412,556 shares
    Change vs previous 13F -5,814 shares

    2.39% of the 13F portfolio, value $130,132,688.

    13F-HR 0001172661-25-004750 filed by Curi 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 418,370 shares
    Change vs previous 13F +48,806 shares

    2.3% of the 13F portfolio, value $121,289,495.

    13F-HR 0001172661-25-003361 filed by Curi 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 369,564 shares
    Change vs previous 13F -15,129 shares

    2.24% of the 13F portfolio, value $90,654,065.

    13F-HR 0001172661-25-002290 filed by Curi 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 384,693 shares
    Change vs previous 13F -23,799 shares

    2.12% of the 13F portfolio, value $92,214,642.

    13F-HR 0001172661-25-000749 filed by Curi 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 408,492 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $86,134,753.

    13F-HR 0001172661-24-004479 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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