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Disclosery

Holcombe Financial, Inc.: JPM position timeline

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

Holcombe Financial, Inc. held 3,408 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,408 shares
    Change vs previous 13F +261 shares

    0.63% of the 13F portfolio, value $1,115,541.

    13F-HR 0002056177-26-000003 filed by Holcombe Financial, Inc.
    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 3,147 shares
    Change vs previous 13F -26 shares

    0.54% of the 13F portfolio, value $925,722.

    13F-HR 0002056177-26-000002 filed by Holcombe Financial, Inc.
    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 3,173 shares
    Change vs previous 13F +26 shares

    0.64% of the 13F portfolio, value $1,022,404.

    13F-HR 0002056177-26-000001 filed by Holcombe Financial, Inc.
    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 3,147 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $992,658.

    13F-HR 0002056177-25-000006 filed by Holcombe Financial, Inc.
    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 3,147 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $912,347.

    13F-HR 0002056177-25-000004 filed by Holcombe Financial, Inc.
    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 3,147 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $771,959.

    13F-HR 0002056177-25-000003 filed by Holcombe Financial, Inc.
    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 3,147 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $754,367.

    13F-HR 0002056177-25-000002 filed by Holcombe Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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