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MONEY CONCEPTS CAPITAL CORP: JPM position timeline

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

MONEY CONCEPTS CAPITAL CORP held 11,334 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,334 shares
    Change vs previous 13F -17 shares

    0.17% of the 13F portfolio, value $3,709,920.

    13F-HR 0000716851-26-000010 filed by MONEY CONCEPTS CAPITAL 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 11,351 shares
    Change vs previous 13F +1,398 shares

    0.18% of the 13F portfolio, value $3,339,108.

    13F-HR 0000716851-26-000007 filed by MONEY CONCEPTS CAPITAL 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 9,953 shares
    Change vs previous 13F +98 shares

    0.18% of the 13F portfolio, value $3,207,090.

    13F-HR 0000716851-26-000001 filed by MONEY CONCEPTS CAPITAL 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 9,855 shares
    Change vs previous 13F +496 shares

    0.19% of the 13F portfolio, value $3,108,442.

    13F-HR 0000716851-25-000006 filed by MONEY CONCEPTS CAPITAL 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 9,359 shares
    Change vs previous 13F -1,615 shares

    0.18% of the 13F portfolio, value $2,713,387.

    13F-HR 0001085146-25-005096 filed by MONEY CONCEPTS CAPITAL 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 10,974 shares
    Change vs previous 13F +799 shares

    0.2% of the 13F portfolio, value $2,691,840.

    13F-HR 0001085146-25-002307 filed by MONEY CONCEPTS CAPITAL 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 10,175 shares
    Change vs previous 13F -1,212 shares

    0.18% of the 13F portfolio, value $2,439,025.

    13F-HR 0001085146-25-000510 filed by MONEY CONCEPTS CAPITAL 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 11,387 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,400,978.

    13F-HR 0001085146-24-005242 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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