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MARATHON CAPITAL MANAGEMENT: JPM position timeline

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

MARATHON CAPITAL MANAGEMENT held 21,166 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,166 shares
    Change vs previous 13F +54 shares

    1.4% of the 13F portfolio, value $6,928,275.

    13F-HR 0001172661-26-002744 filed by MARATHON 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 21,112 shares
    Change vs previous 13F -87 shares

    1.39% of the 13F portfolio, value $6,210,401.

    13F-HR 0001172661-26-001839 filed by MARATHON 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 21,199 shares
    Change vs previous 13F -45 shares

    1.47% of the 13F portfolio, value $6,830,720.

    13F-HR 0001172661-26-000374 filed by MARATHON 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 21,244 shares
    Change vs previous 13F -32 shares

    1.53% of the 13F portfolio, value $6,700,853.

    13F-HR 0001172661-25-004808 filed by MARATHON 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 21,276 shares
    Change vs previous 13F -400 shares

    1.57% of the 13F portfolio, value $6,168,177.

    13F-HR 0001172661-25-003317 filed by MARATHON 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 21,676 shares
    Change vs previous 13F -62 shares

    1.42% of the 13F portfolio, value $5,317,147.

    13F-HR 0001172661-25-002209 filed by MARATHON 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 21,738 shares
    Change vs previous 13F +109 shares

    1.3% of the 13F portfolio, value $5,210,752.

    13F-HR 0001172661-25-001088 filed by MARATHON 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 21,629 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $4,560,754.

    13F-HR 0001172661-24-005065 filed by MARATHON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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