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Disclosery

FLC Capital Advisors: JPM position timeline

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

FLC Capital Advisors held 16,124 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,124 shares
    Change vs previous 13F -5 shares

    0.87% of the 13F portfolio, value $5,277,869.

    13F-HR 0001713697-26-000004 filed by FLC Capital Advisors
    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 16,129 shares
    Change vs previous 13F +208 shares

    0.86% of the 13F portfolio, value $4,744,552.

    13F-HR 0001713697-26-000003 filed by FLC Capital Advisors
    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 15,921 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $5,130,106.

    13F-HR 0001713697-26-000002 filed by FLC Capital Advisors
    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 15,921 shares
    Change vs previous 13F -36 shares

    0.97% of the 13F portfolio, value $5,021,994.

    13F-HR 0001713697-25-000005 filed by FLC Capital Advisors
    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 15,957 shares
    Change vs previous 13F -467 shares

    0.96% of the 13F portfolio, value $4,626,117.

    13F-HR 0001085146-25-004263 filed by FLC Capital Advisors
    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 16,424 shares
    Change vs previous 13F +148 shares

    0.9% of the 13F portfolio, value $4,028,820.

    13F-HR 0001085146-25-002579 filed by FLC Capital Advisors
    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 16,276 shares
    Change vs previous 13F -2,735 shares

    0.9% of the 13F portfolio, value $3,901,527.

    13F-HR 0001085146-25-000282 filed by FLC Capital Advisors
    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 19,011 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,008,659.

    13F-HR 0001085146-24-004950 filed by FLC Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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