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Disclosery

Joseph Group Capital Management: JPM position timeline

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

Joseph Group Capital Management held 24,543 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,543 shares
    Change vs previous 13F +498 shares

    1.69% of the 13F portfolio, value $8,033,805.

    13F-HR 0001910383-26-000003 filed by Joseph Group 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 24,045 shares
    Change vs previous 13F +2,666 shares

    1.77% of the 13F portfolio, value $7,073,135.

    13F-HR 0001910383-26-000002 filed by Joseph Group 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 21,379 shares
    Change vs previous 13F +598 shares

    1.81% of the 13F portfolio, value $6,888,654.

    13F-HR 0001910383-26-000001 filed by Joseph Group 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 20,781 shares
    Change vs previous 13F +1,063 shares

    1.85% of the 13F portfolio, value $6,555,055.

    13F-HR 0001910383-25-000009 filed by Joseph Group 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/A 19,718 shares
    Change vs previous 13F -1,642 shares

    1.92% of the 13F portfolio, value $5,716,428.

    13F-HR/A 0001910383-25-000006 filed by Joseph Group 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 21,360 shares
    Change vs previous 13F +1,349 shares

    2% of the 13F portfolio, value $5,239,703.

    13F-HR 0001910383-25-000002 filed by Joseph Group 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 20,011 shares
    Change vs previous 13F +1,858 shares

    1.89% of the 13F portfolio, value $4,796,815.

    13F-HR 0001910383-25-000001 filed by Joseph Group 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 18,153 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,827,688.

    13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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