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Disclosery

Embree Financial Group: JPM position timeline

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

Embree Financial Group held 52,467 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,467 shares
    Change vs previous 13F +53 shares

    1.72% of the 13F portfolio, value $17,173,873.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 52,414 shares
    Change vs previous 13F +3,218 shares

    1.82% of the 13F portfolio, value $15,418,091.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 49,196 shares
    Change vs previous 13F +822 shares

    1.95% of the 13F portfolio, value $15,851,936.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 48,374 shares
    Change vs previous 13F +378 shares

    2.05% of the 13F portfolio, value $15,258,612.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 47,996 shares
    Change vs previous 13F +471 shares

    2.1% of the 13F portfolio, value $13,914,635.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 47,525 shares
    Change vs previous 13F +1,430 shares

    1.95% of the 13F portfolio, value $11,657,810.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 46,095 shares
    Change vs previous 13F +175 shares

    1.89% of the 13F portfolio, value $11,049,430.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 45,920 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $9,682,756.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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