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DCM Advisors, LLC: JPM position timeline

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

DCM Advisors, LLC held 31,070 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,070 shares
    Change vs previous 13F +1,125 shares

    4.02% of the 13F portfolio, value $10,170,143.

    13F-HR 0001839498-26-000004 filed by DCM Advisors, 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 29,945 shares
    Change vs previous 13F -302 shares

    4.01% of the 13F portfolio, value $8,808,621.

    13F-HR 0001839498-26-000002 filed by DCM Advisors, 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 30,247 shares
    Change vs previous 13F 0 shares

    4.05% of the 13F portfolio, value $9,746,188.

    13F-HR 0001839498-26-000001 filed by DCM Advisors, 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 30,247 shares
    Change vs previous 13F -1,335 shares

    4.02% of the 13F portfolio, value $9,540,811.

    13F-HR 0001839498-25-000005 filed by DCM Advisors, 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 31,582 shares
    Change vs previous 13F +2,919 shares

    3.92% of the 13F portfolio, value $9,155,938.

    13F-HR 0001839498-25-000004 filed by DCM Advisors, 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 28,663 shares
    Change vs previous 13F -3,934 shares

    3.73% of the 13F portfolio, value $6,992,277.

    13F-HR 0001839498-25-000002 filed by DCM Advisors, 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 32,597 shares
    Change vs previous 13F +3,934 shares

    3.67% of the 13F portfolio, value $7,813,827.

    13F-HR 0001839498-25-000001 filed by DCM Advisors, 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 28,663 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $6,043,880.

    13F-HR 0001839498-24-000004 filed by DCM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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