Skip to content
Disclosery

Kathmere Capital Management, LLC: JPM position timeline

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

Kathmere Capital Management, LLC held 18,627 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 18,627 shares
    Change vs previous 13F +633 shares

    0.32% of the 13F portfolio, value $6,097,236.

    13F-HR 0001794543-26-000011 filed by Kathmere 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 17,994 shares
    Change vs previous 13F +5,616 shares

    0.33% of the 13F portfolio, value $5,293,133.

    13F-HR 0001794543-26-000005 filed by Kathmere 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 12,378 shares
    Change vs previous 13F +2,203 shares

    0.27% of the 13F portfolio, value $3,988,323.

    13F-HR 0001794543-26-000001 filed by Kathmere 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 10,175 shares
    Change vs previous 13F +194 shares

    0.23% of the 13F portfolio, value $3,209,589.

    13F-HR 0001794543-25-000010 filed by Kathmere 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 9,981 shares
    Change vs previous 13F +1,901 shares

    0.22% of the 13F portfolio, value $2,893,704.

    13F-HR 0001794543-25-000008 filed by Kathmere 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 8,080 shares
    Change vs previous 13F +527 shares

    0.17% of the 13F portfolio, value $1,982,085.

    13F-HR 0001794543-25-000007 filed by Kathmere 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 7,553 shares
    Change vs previous 13F +1,428 shares

    0.16% of the 13F portfolio, value $1,810,625.

    13F-HR 0001794543-25-000001 filed by Kathmere 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 6,125 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,291,453.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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