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Fusion Capital, LLC: JPM position timeline

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

Fusion Capital, LLC held 38,487 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,487 shares
    Change vs previous 13F +498 shares

    2.93% of the 13F portfolio, value $12,597,990.

    13F-HR 0001104659-26-091052 filed by Fusion 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 37,989 shares
    Change vs previous 13F -537 shares

    3.02% of the 13F portfolio, value $11,174,898.

    13F-HR 0001104659-26-060085 filed by Fusion 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 38,526 shares
    Change vs previous 13F -785 shares

    3.49% of the 13F portfolio, value $12,413,784.

    13F-HR 0001104659-26-010106 filed by Fusion 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 39,311 shares
    Change vs previous 13F -642 shares

    3.56% of the 13F portfolio, value $12,230,581.

    13F-HR 0001104659-25-106767 filed by Fusion 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 39,953 shares
    Change vs previous 13F +108 shares

    3.96% of the 13F portfolio, value $11,582,761.

    13F-HR 0001104659-25-075642 filed by Fusion 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 39,845 shares
    Change vs previous 13F -443 shares

    3.72% of the 13F portfolio, value $9,774,031.

    13F-HR 0001104659-25-049192 filed by Fusion 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 40,288 shares
    Change vs previous 13F +204 shares

    3.89% of the 13F portfolio, value $9,657,499.

    13F-HR 0001104659-25-009449 filed by Fusion 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 40,084 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $8,452,153.

    13F-HR 0001104659-24-116505 filed by Fusion Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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