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FAGAN ASSOCIATES, INC.: JPM position timeline

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

FAGAN ASSOCIATES, INC. held 61,321 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,321 shares
    Change vs previous 13F +208 shares

    2.47% of the 13F portfolio, value $20,072,245.

    13F-HR 0001607866-26-000003 filed by FAGAN ASSOCIATES, INC.
    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 61,113 shares
    Change vs previous 13F -373 shares

    2.5% of the 13F portfolio, value $17,977,024.

    13F-HR 0001607866-26-000002 filed by FAGAN ASSOCIATES, INC.
    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 61,486 shares
    Change vs previous 13F -561 shares

    2.64% of the 13F portfolio, value $19,811,997.

    13F-HR 0001607866-26-000001 filed by FAGAN ASSOCIATES, INC.
    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 62,047 shares
    Change vs previous 13F +275 shares

    2.7% of the 13F portfolio, value $19,571,427.

    13F-HR 0001607866-25-000002 filed by FAGAN ASSOCIATES, INC.
    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 61,772 shares
    Change vs previous 13F -882 shares

    2.77% of the 13F portfolio, value $17,908,307.

    13F-HR 0001085146-25-004656 filed by FAGAN ASSOCIATES, INC.
    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 62,654 shares
    Change vs previous 13F -1,529 shares

    2.56% of the 13F portfolio, value $15,369,146.

    13F-HR 0001085146-25-002610 filed by FAGAN ASSOCIATES, INC.
    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 64,183 shares
    Change vs previous 13F +511 shares

    2.44% of the 13F portfolio, value $15,385,316.

    13F-HR 0001085146-25-000669 filed by FAGAN ASSOCIATES, INC.
    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 63,672 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $13,425,777.

    13F-HR 0001085146-24-005488 filed by FAGAN ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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