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Disclosery

Drake & Associates, LLC: JPM position timeline

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

Drake & Associates, LLC held 4,059 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,059 shares
    Change vs previous 13F -1,851 shares

    0.22% of the 13F portfolio, value $1,328,652.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 5,910 shares
    Change vs previous 13F -2,554 shares

    0.33% of the 13F portfolio, value $1,738,372.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 8,464 shares
    Change vs previous 13F -3,291 shares

    0.54% of the 13F portfolio, value $2,727,238.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 11,755 shares
    Change vs previous 13F -2,908 shares

    0.77% of the 13F portfolio, value $3,663,756.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 14,663 shares
    Change vs previous 13F +4,682 shares

    1.04% of the 13F portfolio, value $4,251,085.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 9,981 shares
    Change vs previous 13F +1,928 shares

    0.69% of the 13F portfolio, value $2,448,426.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 8,053 shares
    Change vs previous 13F +2,395 shares

    0.63% of the 13F portfolio, value $2,221,115.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, 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 5,658 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,193,122.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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