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MAINSAIL ASSET MANAGEMENT, LLC: JPM position timeline

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

MAINSAIL ASSET MANAGEMENT, LLC held 3,282 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,282 shares
    Change vs previous 13F -984 shares

    0.44% of the 13F portfolio, value $1,119,358.

    13F-HR 0002016972-26-000008 filed by MAINSAIL ASSET 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 4,266 shares
    Change vs previous 13F +2,016 shares

    0.56% of the 13F portfolio, value $1,254,882.

    13F-HR 0002016972-26-000005 filed by MAINSAIL ASSET 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 2,250 shares
    Change vs previous 13F -1,599 shares

    0.31% of the 13F portfolio, value $724,875.

    13F-HR 0002016972-26-000003 filed by MAINSAIL ASSET 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 3,849 shares
    Change vs previous 13F +2,342 shares

    0.53% of the 13F portfolio, value $1,214,090.

    13F-HR 0002016972-25-000011 filed by MAINSAIL ASSET 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 1,507 shares
    Change vs previous 13F +9 shares

    0.27% of the 13F portfolio, value $436,894.

    13F-HR 0002016972-25-000006 filed by MAINSAIL ASSET 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 1,498 shares
    Change vs previous 13F +104 shares

    0.25% of the 13F portfolio, value $367,459.

    13F-HR 0002016972-25-000004 filed by MAINSAIL ASSET 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 1,394 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $334,156.

    13F-HR 0002016972-25-000001 filed by MAINSAIL ASSET 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 1,394 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $293,939.

    13F-HR 0002016972-24-000004 filed by MAINSAIL ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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