Skip to content
Disclosery

DOCK STREET ASSET MANAGEMENT INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DOCK STREET ASSET MANAGEMENT INC on JPM, newest first. How the timeline and the estimate are built.

DOCK STREET ASSET MANAGEMENT INC held 3,652 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,652 shares
    Change vs previous 13F -445 shares

    0.11% of the 13F portfolio, value $1,195,409.

    13F-HR 0001172779-26-000003 filed by DOCK STREET ASSET MANAGEMENT INC
    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 4,097 shares
    Change vs previous 13F +217 shares

    0.13% of the 13F portfolio, value $1,205,174.

    13F-HR 0001172779-26-000002 filed by DOCK STREET ASSET MANAGEMENT INC
    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 3,880 shares
    Change vs previous 13F +494 shares

    0.11% of the 13F portfolio, value $1,250,214.

    13F-HR 0001172779-26-000001 filed by DOCK STREET ASSET MANAGEMENT INC
    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 3,386 shares
    Change vs previous 13F -119 shares

    0.09% of the 13F portfolio, value $1,068,046.

    13F-HR 0001172779-25-000006 filed by DOCK STREET ASSET MANAGEMENT INC
    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 3,505 shares
    Change vs previous 13F -14,941 shares

    0.1% of the 13F portfolio, value $1,016,135.

    13F-HR 0001172779-25-000004 filed by DOCK STREET ASSET MANAGEMENT INC
    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 18,446 shares
    Change vs previous 13F +15,535 shares

    0.53% of the 13F portfolio, value $4,524,804.

    13F-HR 0001172779-25-000003 filed by DOCK STREET ASSET MANAGEMENT INC
    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 2,911 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $697,796.

    13F-HR 0001172779-25-000001 filed by DOCK STREET ASSET MANAGEMENT INC
    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 2,911 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $613,813.

    13F-HR 0001172779-24-000005 filed by DOCK STREET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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