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Disclosery

Family Manage LLC: JPM position timeline

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

Family Manage LLC held 19,674 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,674 shares
    Change vs previous 13F -185 shares

    0.68% of the 13F portfolio, value $6,439,890.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 19,859 shares
    Change vs previous 13F -3,598 shares

    0.7% of the 13F portfolio, value $5,841,723.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 23,457 shares
    Change vs previous 13F +907 shares

    0.96% of the 13F portfolio, value $7,558,315.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 22,550 shares
    Change vs previous 13F +175 shares

    0.99% of the 13F portfolio, value $7,112,946.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 22,375 shares
    Change vs previous 13F -151 shares

    0.99% of the 13F portfolio, value $6,486,736.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 22,526 shares
    Change vs previous 13F +753 shares

    0.91% of the 13F portfolio, value $5,525,628.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 21,773 shares
    Change vs previous 13F +912 shares

    0.85% of the 13F portfolio, value $5,219,206.

    13F-HR 0001398344-25-002872 filed by Family Manage LLC
    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 20,861 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,398,750.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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