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Disclosery

FCG Investment Co: JPM position timeline

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

FCG Investment Co held 18,136 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,136 shares
    Change vs previous 13F +1,506 shares

    1.98% of the 13F portfolio, value $5,999,933.

    13F-HR 0002085853-26-001147 filed by FCG Investment Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,630 shares
    Change vs previous 13F +1,596 shares

    1.88% of the 13F portfolio, value $5,443,498.

    13F-HR 0002085853-26-000703 filed by FCG Investment Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,034 shares
    Change vs previous 13F -4,505 shares

    1.94% of the 13F portfolio, value $4,422,439.

    13F-HR 0002085853-26-000312 filed by FCG Investment Co
    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 19,539 shares
    Change vs previous 13F +141 shares

    2.89% of the 13F portfolio, value $6,163,227.

    13F-HR 0002085853-25-000033 filed by FCG Investment Co
    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 19,398 shares
    Change vs previous 13F +253 shares

    2.93% of the 13F portfolio, value $5,623,674.

    13F-HR 0001667731-25-000847 filed by FCG Investment Co
    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 19,145 shares
    Change vs previous 13F -83 shares

    2.95% of the 13F portfolio, value $4,696,269.

    13F-HR 0001667731-25-000624 filed by FCG Investment Co
    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 19,228 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $4,609,144.

    13F-HR 0001667731-25-000044 filed by FCG Investment Co
    Filed (acceptance time not in the bulk data set), ingested

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