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Disclosery

Lindbrook Capital, LLC: JPM position timeline

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

Lindbrook Capital, LLC held 39,791 JPM shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 39,791 shares
    Change vs previous 13F -472 shares

    0.9% of the 13F portfolio, value $9,760,732.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 40,263 shares
    Change vs previous 13F +313 shares

    0.87% of the 13F portfolio, value $9,651,444.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 39,950 shares
    Change vs previous 13F +5,920 shares

    0.75% of the 13F portfolio, value $8,423,857.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 34,030 shares
    Change vs previous 13F -1,022 shares

    0.65% of the 13F portfolio, value $6,882,908.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 35,052 shares
    Change vs previous 13F -1,022 shares

    0.66% of the 13F portfolio, value $7,020,916.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 36,074 shares
    Change vs previous 13F +1,761 shares

    0.61% of the 13F portfolio, value $6,136,187.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 34,313 shares
    Change vs previous 13F -1,511 shares

    0.56% of the 13F portfolio, value $4,976,071.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 35,824 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,210,243.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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