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Jacobsen Capital Management: JPM position timeline

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

Jacobsen Capital Management held 5,373 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,373 shares
    Change vs previous 13F +32 shares

    0.51% of the 13F portfolio, value $1,758,741.

    13F-HR 0001782491-26-000003 filed by Jacobsen 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 ended2026-03-31
    13F 5,341 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,571,213.

    13F-HR 0001782491-26-000002 filed by Jacobsen 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 ended2025-12-31
    13F 5,341 shares
    Change vs previous 13F -99 shares

    0.56% of the 13F portfolio, value $1,720,885.

    13F-HR 0001782491-26-000001 filed by Jacobsen 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 ended2025-09-30
    13F 5,440 shares
    Change vs previous 13F +128 shares

    0.58% of the 13F portfolio, value $1,715,966.

    13F-HR 0001782491-25-000006 filed by Jacobsen 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 ended2025-06-30
    13F 5,312 shares
    Change vs previous 13F +365 shares

    0.57% of the 13F portfolio, value $1,540,139.

    13F-HR 0001782491-25-000004 filed by Jacobsen 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 ended2025-03-31
    13F 4,947 shares
    Change vs previous 13F +164 shares

    0.53% of the 13F portfolio, value $1,213,430.

    13F-HR 0001782491-25-000002 filed by Jacobsen 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 ended2024-12-31
    13F 4,783 shares
    Change vs previous 13F +1 shares

    0.49% of the 13F portfolio, value $1,146,562.

    13F-HR 0001782491-25-000001 filed by Jacobsen 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 ended2024-09-30
    13F 4,782 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,008,417.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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