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Disclosery

Main Street Research LLC: JPM position timeline

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

Main Street Research LLC held 226,299 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 226,299 shares
    Change vs previous 13F +2,537 shares

    3.5% of the 13F portfolio, value $74,074,475.

    13F-HR 0001420506-26-001335 filed by Main Street Research 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 223,762 shares
    Change vs previous 13F +1,843 shares

    3.83% of the 13F portfolio, value $65,821,928.

    13F-HR 0001420506-26-000773 filed by Main Street Research 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 221,919 shares
    Change vs previous 13F -2,804 shares

    4.09% of the 13F portfolio, value $71,506,834.

    13F-HR 0001420506-26-000210 filed by Main Street Research 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 224,723 shares
    Change vs previous 13F +437 shares

    3.83% of the 13F portfolio, value $70,884,301.

    13F-HR 0001420506-25-003188 filed by Main Street Research 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 224,286 shares
    Change vs previous 13F +5,611 shares

    4.05% of the 13F portfolio, value $65,022,641.

    13F-HR 0001420506-25-001710 filed by Main Street Research 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 218,675 shares
    Change vs previous 13F +3,950 shares

    3.5% of the 13F portfolio, value $53,640,890.

    13F-HR 0001420506-25-000840 filed by Main Street Research 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 214,725 shares
    Change vs previous 13F +4,168 shares

    3.21% of the 13F portfolio, value $51,471,781.

    13F-HR 0001420506-25-000201 filed by Main Street Research 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 210,557 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $44,398,117.

    13F-HR 0001941040-24-000499 filed by Main Street Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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