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
- period ended2026-06-3013F 61,321 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 61,113 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 61,486 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 62,047 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 61,772 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 62,654 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 64,183 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 63,672 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).