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Disclosery

Mill Capital Management, LLC: JPM position timeline

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

Mill Capital Management, LLC held 198,650 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,650 shares
    Change vs previous 13F +139 shares

    4.34% of the 13F portfolio, value $65,024,170.

    13F-HR 0001398344-26-013354 filed by Mill 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 198,511 shares
    Change vs previous 13F +330 shares

    4.44% of the 13F portfolio, value $58,394,055.

    13F-HR 0001398344-26-008209 filed by Mill 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 198,181 shares
    Change vs previous 13F -5,674 shares

    4.61% of the 13F portfolio, value $63,857,946.

    13F-HR 0001398344-26-002778 filed by Mill 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 203,855 shares
    Change vs previous 13F -282 shares

    4.77% of the 13F portfolio, value $64,302,046.

    13F-HR 0001398344-25-019997 filed by Mill 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 204,137 shares
    Change vs previous 13F -4,055 shares

    4.64% of the 13F portfolio, value $59,181,416.

    13F-HR 0001398344-25-014452 filed by Mill 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 208,192 shares
    Change vs previous 13F -2,345 shares

    4.09% of the 13F portfolio, value $51,069,547.

    13F-HR 0001398344-25-007536 filed by Mill 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 210,537 shares
    Change vs previous 13F -2,143 shares

    3.99% of the 13F portfolio, value $50,467,873.

    13F-HR 0001398344-25-002426 filed by Mill 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 212,680 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $44,845,748.

    13F-HR 0001398344-24-019577 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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