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Disclosery

MOTCO: JPM position timeline

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

MOTCO held 81,786 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,786 shares
    Change vs previous 13F -636 shares

    2.29% of the 13F portfolio, value $26,771,012.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 82,422 shares
    Change vs previous 13F -782 shares

    2.24% of the 13F portfolio, value $24,245,256.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 83,204 shares
    Change vs previous 13F -1,393 shares

    2.43% of the 13F portfolio, value $26,809,993.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 84,597 shares
    Change vs previous 13F -1,879 shares

    2.44% of the 13F portfolio, value $26,684,432.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 86,476 shares
    Change vs previous 13F -1,634 shares

    2.45% of the 13F portfolio, value $25,617,650.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 88,110 shares
    Change vs previous 13F -6,569 shares

    2.28% of the 13F portfolio, value $21,613,383.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 94,679 shares
    Change vs previous 13F -3,266 shares

    2.33% of the 13F portfolio, value $22,695,503.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 97,945 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $20,652,683.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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