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Disclosery

Heck Capital Advisors, LLC: JPM position timeline

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

Heck Capital Advisors, LLC held 4,007 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,007 shares
    Change vs previous 13F +227 shares

    0.07% of the 13F portfolio, value $1,325,504.

    13F-HR 0002085853-26-001187 filed by Heck Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,780 shares
    Change vs previous 13F -11 shares

    0.07% of the 13F portfolio, value $1,237,177.

    13F-HR 0002085853-26-000687 filed by Heck Capital Advisors, LLC
    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 3,791 shares
    Change vs previous 13F -1,445 shares

    0.08% of the 13F portfolio, value $1,115,161.

    13F-HR 0002085853-26-000390 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,236 shares
    Change vs previous 13F -207 shares

    0.13% of the 13F portfolio, value $1,687,002.

    13F-HR 0002085853-26-000049 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,443 shares
    Change vs previous 13F -617 shares

    0.13% of the 13F portfolio, value $1,716,788.

    13F-HR 0002085853-25-000150 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,060 shares
    Change vs previous 13F +323 shares

    0.15% of the 13F portfolio, value $1,756,875.

    13F-HR 0001667731-25-000926 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,737 shares
    Change vs previous 13F +2,813 shares

    0.16% of the 13F portfolio, value $1,407,286.

    13F-HR 0001140361-25-018424 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 2,924 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $700,912.

    13F-HR/A 0001140361-25-018641 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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