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Disclosery

HMS Capital Management, LLC: JPM position timeline

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

HMS Capital Management, LLC held 9,506 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,506 shares
    Change vs previous 13F -147 shares

    1.16% of the 13F portfolio, value $3,111,534.

    13F-HR 0001689470-26-000003 filed by HMS 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 9,653 shares
    Change vs previous 13F -824 shares

    1.1% of the 13F portfolio, value $2,839,594.

    13F-HR 0001689470-26-000002 filed by HMS 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 10,477 shares
    Change vs previous 13F -120 shares

    1.4% of the 13F portfolio, value $3,376,022.

    13F-HR 0001689470-26-000001 filed by HMS 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 10,597 shares
    Change vs previous 13F -394 shares

    1.41% of the 13F portfolio, value $3,342,514.

    13F-HR 0001689470-25-000003 filed by HMS 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 10,991 shares
    Change vs previous 13F -390 shares

    1.44% of the 13F portfolio, value $3,186,402.

    13F-HR 0001667731-25-000744 filed by HMS 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 11,381 shares
    Change vs previous 13F -320 shares

    1.35% of the 13F portfolio, value $2,440,636.

    13F-HR 0001667731-25-000636 filed by HMS 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 11,701 shares
    Change vs previous 13F -25 shares

    1.36% of the 13F portfolio, value $2,804,852.

    13F-HR 0001667731-25-000168 filed by HMS 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 11,726 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,472,580.

    13F-HR 0001689470-24-000004 filed by HMS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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