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Mechanics Financial Corp: JPM position timeline

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

Mechanics Financial Corp held 24,120 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,120 shares
    Change vs previous 13F +443 shares

    2.82% of the 13F portfolio, value $7,895,200.

    13F-HR 0001193125-26-335211 filed by Mechanics Financial Corp
    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 23,677 shares
    Change vs previous 13F +287 shares

    2.92% of the 13F portfolio, value $6,964,826.

    13F-HR 0001193125-26-208381 filed by Mechanics Financial Corp
    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 23,390 shares
    Change vs previous 13F -58 shares

    2.78% of the 13F portfolio, value $7,536,726.

    13F-HR 0001193125-26-018970 filed by Mechanics Financial Corp
    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 23,448 shares
    Change vs previous 13F -555 shares

    2.8% of the 13F portfolio, value $7,396,203.

    13F-HR 0001193125-25-268725 filed by Mechanics Financial Corp
    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 24,003 shares
    Change vs previous 13F +65 shares

    2.96% of the 13F portfolio, value $6,958,710.

    13F-HR 0000950123-25-006489 filed by Mechanics Financial Corp
    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 23,938 shares
    Change vs previous 13F -127 shares

    2.66% of the 13F portfolio, value $5,871,991.

    13F-HR 0000950123-25-003982 filed by Mechanics Financial Corp
    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 24,065 shares
    Change vs previous 13F -58 shares

    2.59% of the 13F portfolio, value $5,768,621.

    13F-HR 0000950123-25-001717 filed by Mechanics Financial Corp
    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 24,123 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $5,086,576.

    13F-HR 0000950123-24-010460 filed by Mechanics Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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