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McGinn Penninger Investment Management, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGinn Penninger Investment Management, Inc. on JPM, newest first. How the timeline and the estimate are built.

McGinn Penninger Investment Management, Inc. held 34,708 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,708 shares
    Change vs previous 13F -570 shares

    6.91% of the 13F portfolio, value $11,361,000.

    13F-HR 0001999371-26-016230 filed by McGinn Penninger Investment Management, Inc.
    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 35,278 shares
    Change vs previous 13F -5,997 shares

    6.78% of the 13F portfolio, value $10,377,000.

    13F-HR 0001999371-26-009199 filed by McGinn Penninger Investment Management, Inc.
    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 41,275 shares
    Change vs previous 13F +33 shares

    7.72% of the 13F portfolio, value $13,300,000.

    13F-HR 0001999371-26-002883 filed by McGinn Penninger Investment Management, Inc.
    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 41,242 shares
    Change vs previous 13F -220 shares

    7.63% of the 13F portfolio, value $13,009,000.

    13F-HR 0001999371-25-017654 filed by McGinn Penninger Investment Management, Inc.
    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 41,462 shares
    Change vs previous 13F -5,250 shares

    7.6% of the 13F portfolio, value $12,020,000.

    13F-HR 0001999371-25-010599 filed by McGinn Penninger Investment Management, Inc.
    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 46,712 shares
    Change vs previous 13F -612 shares

    7.5% of the 13F portfolio, value $11,458,000.

    13F-HR 0001999371-25-004856 filed by McGinn Penninger Investment Management, Inc.
    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 47,324 shares
    Change vs previous 13F -207 shares

    7.58% of the 13F portfolio, value $11,344,000.

    13F-HR 0001839882-25-008579 filed by McGinn Penninger Investment Management, Inc.
    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 47,531 shares
    Change vs previous 13F not available

    6.67% of the 13F portfolio, value $10,022,000.

    13F-HR 0001999371-24-014266 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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