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HENGEHOLD CAPITAL MANAGEMENT LLC: JPM position timeline

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

HENGEHOLD CAPITAL MANAGEMENT LLC held 26,844 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,844 shares
    Change vs previous 13F -128 shares

    0.68% of the 13F portfolio, value $8,786,980.

    13F-HR 0001536430-26-000003 filed by HENGEHOLD 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 26,972 shares
    Change vs previous 13F -41 shares

    0.69% of the 13F portfolio, value $7,933,970.

    13F-HR 0001536430-26-000002 filed by HENGEHOLD 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 27,013 shares
    Change vs previous 13F -1,021 shares

    0.73% of the 13F portfolio, value $8,704,185.

    13F-HR 0001536430-26-000001 filed by HENGEHOLD 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 28,034 shares
    Change vs previous 13F -599 shares

    0.75% of the 13F portfolio, value $8,842,921.

    13F-HR 0001536430-25-000003 filed by HENGEHOLD 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 28,633 shares
    Change vs previous 13F -685 shares

    0.76% of the 13F portfolio, value $8,301,120.

    13F-HR 0001085146-25-003918 filed by HENGEHOLD 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 29,318 shares
    Change vs previous 13F -363 shares

    0.68% of the 13F portfolio, value $7,191,767.

    13F-HR 0001085146-25-002168 filed by HENGEHOLD 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 29,681 shares
    Change vs previous 13F -704 shares

    0.67% of the 13F portfolio, value $7,114,907.

    13F-HR 0001085146-25-000313 filed by HENGEHOLD 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 30,385 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $6,407,047.

    13F-HR 0001085146-24-004960 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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