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MATTERN CAPITAL MANAGEMENT, LLC: JPM position timeline

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

MATTERN CAPITAL MANAGEMENT, LLC held 31,711 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,711 shares
    Change vs previous 13F +26,516 shares

    1.21% of the 13F portfolio, value $10,379,962.

    13F-HR 0001725547-26-000252 filed by MATTERN 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 5,195 shares
    Change vs previous 13F +218 shares

    0.18% of the 13F portfolio, value $1,528,161.

    13F-HR 0001725547-26-000166 filed by MATTERN 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 4,977 shares
    Change vs previous 13F +158 shares

    0.19% of the 13F portfolio, value $1,603,689.

    13F-HR 0001725547-26-000059 filed by MATTERN 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 4,819 shares
    Change vs previous 13F +350 shares

    0.18% of the 13F portfolio, value $1,520,057.

    13F-HR 0001725547-25-004185 filed by MATTERN 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 4,469 shares
    Change vs previous 13F +1,076 shares

    0.16% of the 13F portfolio, value $1,295,608.

    13F-HR 0001725547-25-003493 filed by MATTERN 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 3,393 shares
    Change vs previous 13F +143 shares

    0.11% of the 13F portfolio, value $832,303.

    13F-HR 0001725547-25-001447 filed by MATTERN 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 3,250 shares
    Change vs previous 13F -263 shares

    0.1% of the 13F portfolio, value $779,058.

    13F-HR 0001725547-25-000291 filed by MATTERN 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 3,513 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $740,751.

    13F-HR 0001725547-24-005983 filed by MATTERN CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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