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Disclosery

Fulcrum Capital LLC: JPM position timeline

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

Fulcrum Capital LLC held 38,230 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,230 shares
    Change vs previous 13F -1,828 shares

    2.54% of the 13F portfolio, value $12,513,826.

    13F-HR 0001724090-26-000004 filed by Fulcrum Capital 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 40,058 shares
    Change vs previous 13F -5,156 shares

    2.56% of the 13F portfolio, value $11,783,461.

    13F-HR 0001724090-26-000003 filed by Fulcrum Capital 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 45,214 shares
    Change vs previous 13F -186 shares

    2.93% of the 13F portfolio, value $14,568,830.

    13F-HR 0001724090-26-000001 filed by Fulcrum Capital 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 45,400 shares
    Change vs previous 13F -1,458 shares

    2.94% of the 13F portfolio, value $14,320,426.

    13F-HR 0001724090-25-000009 filed by Fulcrum Capital 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 46,858 shares
    Change vs previous 13F -1,703 shares

    2.87% of the 13F portfolio, value $13,584,742.

    13F-HR 0001724090-25-000005 filed by Fulcrum Capital 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 48,561 shares
    Change vs previous 13F -2,109 shares

    2.64% of the 13F portfolio, value $11,911,988.

    13F-HR 0001724090-25-000004 filed by Fulcrum Capital 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 50,670 shares
    Change vs previous 13F -269 shares

    2.54% of the 13F portfolio, value $12,146,057.

    13F-HR 0001724090-25-000001 filed by Fulcrum Capital 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 50,939 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $10,741,008.

    13F-HR 0001724090-24-000007 filed by Fulcrum Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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