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Dorato Capital Management: JPM position timeline

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

Dorato Capital Management held 4,657 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,657 shares
    Change vs previous 13F -29 shares

    1.02% of the 13F portfolio, value $1,534,855.

    13F-HR 0002095216-26-000004 filed by Dorato Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,686 shares
    Change vs previous 13F +66 shares

    1.07% of the 13F portfolio, value $1,576,699.

    13F-HR 0002095216-26-000003 filed by Dorato Capital Management
    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 4,620 shares
    Change vs previous 13F -32 shares

    1.05% of the 13F portfolio, value $1,422,822.

    13F-HR 0002095216-26-000002 filed by Dorato Capital Management
    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 4,652 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,432,212.

    13F-HR 0002095216-26-000001 filed by Dorato Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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