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Disclosery

Monument Capital Management: JPM position timeline

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

Monument Capital Management held 12,147 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,147 shares
    Change vs previous 13F +84 shares

    0.84% of the 13F portfolio, value $4,018,441.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,063 shares
    Change vs previous 13F +543 shares

    0.79% of the 13F portfolio, value $3,948,433.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,520 shares
    Change vs previous 13F -931 shares

    0.85% of the 13F portfolio, value $3,388,589.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,451 shares
    Change vs previous 13F -193 shares

    1% of the 13F portfolio, value $4,011,814.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,644 shares
    Change vs previous 13F -897 shares

    1% of the 13F portfolio, value $3,988,153.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,541 shares
    Change vs previous 13F -431 shares

    1.02% of the 13F portfolio, value $3,925,539.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,972 shares
    Change vs previous 13F -196 shares

    1.05% of the 13F portfolio, value $3,427,363.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,168 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,396,211.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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