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Mendel Capital Management LLC: JPM position timeline

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

Mendel Capital Management LLC held 9,065 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,065 shares
    Change vs previous 13F -130 shares

    1.34% of the 13F portfolio, value $2,967,109.

    13F-HR 0001911384-26-000008 filed by Mendel 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 9,195 shares
    Change vs previous 13F +49 shares

    1.36% of the 13F portfolio, value $2,704,907.

    13F-HR 0001911384-26-000006 filed by Mendel 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 ended2025-09-30
    13F 9,146 shares
    Change vs previous 13F +89 shares

    1.51% of the 13F portfolio, value $2,884,951.

    13F-HR 0001911384-25-000016 filed by Mendel 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 ended2025-06-30
    13F 9,057 shares
    Change vs previous 13F -140 shares

    1.5% of the 13F portfolio, value $2,625,743.

    13F-HR 0001911384-25-000008 filed by Mendel 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 ended2025-03-31
    13F 9,197 shares
    Change vs previous 13F +105 shares

    1.37% of the 13F portfolio, value $2,256,056.

    13F-HR 0001911384-25-000006 filed by Mendel 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 ended2024-12-31
    13F 9,092 shares
    Change vs previous 13F +206 shares

    1.32% of the 13F portfolio, value $2,179,432.

    13F-HR 0001911384-25-000004 filed by Mendel 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 ended2024-09-30
    13F 8,886 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,873,714.

    13F-HR 0001172661-24-004506 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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