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HICKS CAPITAL MANAGEMENT LLC: JPM position timeline

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

HICKS CAPITAL MANAGEMENT LLC held 14,802 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,802 shares
    Change vs previous 13F +161 shares

    3.97% of the 13F portfolio, value $4,845,213.

    13F-HR 0002062978-26-000005 filed by HICKS 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 14,641 shares
    Change vs previous 13F -41 shares

    4.31% of the 13F portfolio, value $4,306,863.

    13F-HR 0002062978-26-000003 filed by HICKS 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 14,682 shares
    Change vs previous 13F 0 shares

    4.77% of the 13F portfolio, value $4,730,683.

    13F-HR 0002062978-26-000001 filed by HICKS 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 14,682 shares
    Change vs previous 13F -665 shares

    7.57% of the 13F portfolio, value $4,630,996.

    13F-HR 0002062978-25-000009 filed by HICKS 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 15,347 shares
    Change vs previous 13F +357 shares

    7.04% of the 13F portfolio, value $4,449,402.

    13F-HR 0002062978-25-000002 filed by HICKS 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 14,990 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $3,676,927.

    13F-HR 0002062978-25-000001 filed by HICKS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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