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Disclosery

IMS Capital Management: JPM position timeline

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

IMS Capital Management held 9,082 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,082 shares
    Change vs previous 13F -619 shares

    1.32% of the 13F portfolio, value $2,864,777.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 9,701 shares
    Change vs previous 13F -104 shares

    1.31% of the 13F portfolio, value $2,812,413.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 9,805 shares
    Change vs previous 13F -600 shares

    1.21% of the 13F portfolio, value $2,405,251.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 10,405 shares
    Change vs previous 13F -40 shares

    1.16% of the 13F portfolio, value $2,494,176.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 10,445 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $2,202,387.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 10,445 shares
    Change vs previous 13F -128 shares

    1.04% of the 13F portfolio, value $2,240,614.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 10,573 shares
    Change vs previous 13F -10 shares

    0.98% of the 13F portfolio, value $2,117,723.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 10,583 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,800,102.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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