Hixon Zuercher, LLC: JPM position timeline

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

Hixon Zuercher, LLC held 29,488 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

period ended2026-09-30
13F 29,488 shares
Change vs previous 13F -262 shares
2.81% of the 13F portfolio, value $9,755,378.
13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
Accepted 2026-10-13 12:35:50 UTC, ingested 2026-10-13 12:37:14 UTC
period ended2026-06-30
13F 29,750 shares
Change vs previous 13F -435 shares
2.86% of the 13F portfolio, value $9,738,107.
13F-HR 0002085853-26-000772 filed by Hixon Zuercher, LLC
Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 30,185 shares
Change vs previous 13F -246 shares
2.76% of the 13F portfolio, value $8,879,322.
13F-HR 0002085853-26-000411 filed by Hixon Zuercher, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 30,431 shares
Change vs previous 13F +161 shares
2.97% of the 13F portfolio, value $9,805,358.
13F-HR 0002085853-26-000082 filed by Hixon Zuercher, LLC
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 30,270 shares
Change vs previous 13F -3,760 shares
2.91% of the 13F portfolio, value $9,548,042.
13F-HR 0002085853-25-000070 filed by Hixon Zuercher, LLC
Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 34,030 shares
Change vs previous 13F -4,980 shares
3.19% of the 13F portfolio, value $9,865,511.
13F-HR 0001667731-25-001033 filed by Hixon Zuercher, LLC
Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 39,010 shares
Change vs previous 13F -18 shares
3.37% of the 13F portfolio, value $9,569,130.
13F-HR 0001667731-25-000533 filed by Hixon Zuercher, LLC
Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 39,028 shares
Change vs previous 13F not available
3.6% of the 13F portfolio, value $9,355,402.
13F-HR 0001667731-25-000096 filed by Hixon Zuercher, LLC
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).