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Disclosery

Morton Capital Management LLC/CA: JPM position timeline

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

Morton Capital Management LLC/CA held 10,708 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,708 shares
    Change vs previous 13F -110 shares

    0.48% of the 13F portfolio, value $3,505,049.

    13F-HR 0002002628-26-000003 filed by Morton Capital Management LLC/CA
    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 10,818 shares
    Change vs previous 13F -555 shares

    0.47% of the 13F portfolio, value $3,182,223.

    13F-HR 0002002628-26-000002 filed by Morton Capital Management LLC/CA
    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 11,373 shares
    Change vs previous 13F -409 shares

    0.56% of the 13F portfolio, value $3,664,576.

    13F-HR 0002002628-26-000001 filed by Morton Capital Management LLC/CA
    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 11,782 shares
    Change vs previous 13F -891 shares

    0.61% of the 13F portfolio, value $3,716,354.

    13F-HR 0002002628-25-000002 filed by Morton Capital Management LLC/CA
    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 12,673 shares
    Change vs previous 13F +1,004 shares

    0.65% of the 13F portfolio, value $3,674,013.

    13F-HR 0001085146-25-004101 filed by Morton Capital Management LLC/CA
    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 11,669 shares
    Change vs previous 13F +95 shares

    0.55% of the 13F portfolio, value $2,862,499.

    13F-HR 0001085146-25-002174 filed by Morton Capital Management LLC/CA
    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 11,574 shares
    Change vs previous 13F +4 shares

    0.52% of the 13F portfolio, value $2,774,380.

    13F-HR 0001085146-25-000223 filed by Morton Capital Management LLC/CA
    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 11,570 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,439,709.

    13F-HR 0001085146-24-004712 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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