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Moors & Cabot, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moors & Cabot, Inc. on JPM, newest first. How the timeline and the estimate are built.

Moors & Cabot, Inc. held 123,524 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,524 shares
    Change vs previous 13F -2,158 shares

    1.57% of the 13F portfolio, value $40,433,111.

    13F-HR 0001607239-26-000010 filed by Moors & Cabot, Inc.
    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 125,682 shares
    Change vs previous 13F -2,957 shares

    1.58% of the 13F portfolio, value $36,970,620.

    13F-HR 0001607239-26-000002 filed by Moors & Cabot, Inc.
    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 128,639 shares
    Change vs previous 13F +3,233 shares

    1.77% of the 13F portfolio, value $41,450,177.

    13F-HR 0001607239-26-000001 filed by Moors & Cabot, Inc.
    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 125,406 shares
    Change vs previous 13F -1,216 shares

    1.73% of the 13F portfolio, value $39,556,665.

    13F-HR 0001607239-25-000007 filed by Moors & Cabot, Inc.
    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 126,622 shares
    Change vs previous 13F -958 shares

    1.71% of the 13F portfolio, value $36,708,884.

    13F-HR 0001085146-25-004555 filed by Moors & Cabot, Inc.
    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 127,580 shares
    Change vs previous 13F -6,045 shares

    1.59% of the 13F portfolio, value $31,295,403.

    13F-HR 0001085146-25-002842 filed by Moors & Cabot, Inc.
    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 133,625 shares
    Change vs previous 13F +33 shares

    1.52% of the 13F portfolio, value $32,031,136.

    13F-HR 0001085146-25-000904 filed by Moors & Cabot, Inc.
    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 133,592 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $28,169,142.

    13F-HR 0001085146-24-005476 filed by Moors & Cabot, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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