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Disclosery

Estabrook Capital Management: JPM position timeline

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

Estabrook Capital Management held 161,016 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,016 shares
    Change vs previous 13F -1,291 shares

    7.14% of the 13F portfolio, value $52,705,367.

    13F-HR 0001344717-26-000007 filed by Estabrook Capital Management
    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 162,307 shares
    Change vs previous 13F -777 shares

    6.97% of the 13F portfolio, value $47,744,227.

    13F-HR 0001344717-26-000003 filed by Estabrook 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 ended2025-12-31
    13F 163,084 shares
    Change vs previous 13F -5,232 shares

    7.72% of the 13F portfolio, value $52,548,926.

    13F-HR 0001344717-26-000002 filed by Estabrook 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 ended2025-09-30
    13F 168,316 shares
    Change vs previous 13F -4,698 shares

    7.74% of the 13F portfolio, value $53,091,916.

    13F-HR 0001344717-25-000014 filed by Estabrook Capital Management
    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 173,014 shares
    Change vs previous 13F -3,759 shares

    7.72% of the 13F portfolio, value $50,158,489.

    13F-HR 0001344717-25-000011 filed by Estabrook Capital Management
    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 176,773 shares
    Change vs previous 13F -9,982 shares

    7.01% of the 13F portfolio, value $43,362,417.

    13F-HR 0001344717-25-000004 filed by Estabrook Capital Management
    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 186,755 shares
    Change vs previous 13F -2,568 shares

    6.9% of the 13F portfolio, value $44,767,041.

    13F-HR 0001344717-25-000002 filed by Estabrook Capital Management
    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 189,323 shares
    Change vs previous 13F not available

    5.95% of the 13F portfolio, value $39,920,648.

    13F-HR 0001344717-24-000022 filed by Estabrook Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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