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FLYNN ZITO CAPITAL MANAGEMENT, LLC: JPM position timeline

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

FLYNN ZITO CAPITAL MANAGEMENT, LLC held 2,830 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,830 shares
    Change vs previous 13F +30 shares

    0.25% of the 13F portfolio, value $926,308.

    13F-HR 0001857144-26-000003 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 2,800 shares
    Change vs previous 13F +287 shares

    0.26% of the 13F portfolio, value $823,525.

    13F-HR 0001857144-26-000002 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 2,513 shares
    Change vs previous 13F -56 shares

    0.29% of the 13F portfolio, value $809,824.

    13F-HR 0001857144-26-000001 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 2,569 shares
    Change vs previous 13F -151 shares

    0.3% of the 13F portfolio, value $810,332.

    13F-HR 0001857144-25-000002 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 2,720 shares
    Change vs previous 13F +302 shares

    0.33% of the 13F portfolio, value $788,660.

    13F-HR 0001085146-25-004525 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 2,418 shares
    Change vs previous 13F +352 shares

    0.27% of the 13F portfolio, value $593,097.

    13F-HR 0001085146-25-002616 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 2,066 shares
    Change vs previous 13F +130 shares

    0.23% of the 13F portfolio, value $495,257.

    13F-HR 0001085146-25-000774 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 1,936 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $408,163.

    13F-HR 0001085146-24-005338 filed by FLYNN ZITO CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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