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Disclosery

CX Institutional: JPM position timeline

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

CX Institutional held 44,782 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,782 shares
    Change vs previous 13F +15,324 shares

    0.4% of the 13F portfolio, value $14,815,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,458 shares
    Change vs previous 13F -9,255 shares

    0.28% of the 13F portfolio, value $9,642,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    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 38,713 shares
    Change vs previous 13F -893 shares

    0.35% of the 13F portfolio, value $11,388,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    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 39,606 shares
    Change vs previous 13F -3,218 shares

    0.38% of the 13F portfolio, value $12,762,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    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 42,824 shares
    Change vs previous 13F +16,994 shares

    0.41% of the 13F portfolio, value $13,508,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    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/A 25,830 shares
    Change vs previous 13F +1,220 shares

    0.26% of the 13F portfolio, value $7,488,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    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 24,610 shares
    Change vs previous 13F +1,073 shares

    0.23% of the 13F portfolio, value $6,037,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    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 23,537 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,642,091.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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