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DSG Capital Advisors, LLC: JPM position timeline

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

DSG Capital Advisors, LLC held 71,163 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,163 shares
    Change vs previous 13F -196 shares

    3.47% of the 13F portfolio, value $24,401,182.

    13F-HR 0001951757-26-001102 filed by DSG Capital 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 71,359 shares
    Change vs previous 13F -32 shares

    3.36% of the 13F portfolio, value $20,990,837.

    13F-HR 0001951757-26-000735 filed by DSG Capital 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 71,391 shares
    Change vs previous 13F +1,110 shares

    3.36% of the 13F portfolio, value $22,078,333.

    13F-HR 0001951757-26-000318 filed by DSG Capital 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 70,281 shares
    Change vs previous 13F +1,658 shares

    3.53% of the 13F portfolio, value $22,168,777.

    13F-HR 0001951757-25-001258 filed by DSG Capital 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 68,623 shares
    Change vs previous 13F +1,405 shares

    3.54% of the 13F portfolio, value $19,894,351.

    13F-HR 0001951757-25-000841 filed by DSG Capital 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 67,218 shares
    Change vs previous 13F +380 shares

    3.33% of the 13F portfolio, value $16,488,465.

    13F-HR 0001951757-25-000457 filed by DSG Capital 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 66,838 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $16,021,629.

    13F-HR 0001951757-25-000282 filed by DSG Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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