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Disclosery

MTM Investment Management, LLC: JPM position timeline

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

MTM Investment Management, LLC held 28,774 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,774 shares
    Change vs previous 13F +86 shares

    2.69% of the 13F portfolio, value $9,418,435.

    13F-HR 0001398344-26-013346 filed by MTM Investment Management, LLC
    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 28,688 shares
    Change vs previous 13F +161 shares

    2.67% of the 13F portfolio, value $8,438,730.

    13F-HR 0001398344-26-008606 filed by MTM Investment Management, LLC
    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 28,527 shares
    Change vs previous 13F +16 shares

    2.93% of the 13F portfolio, value $9,192,125.

    13F-HR 0001398344-26-002527 filed by MTM Investment Management, LLC
    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 28,511 shares
    Change vs previous 13F -187 shares

    2.86% of the 13F portfolio, value $8,993,373.

    13F-HR 0001398344-25-020204 filed by MTM Investment Management, LLC
    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 28,698 shares
    Change vs previous 13F +309 shares

    2.79% of the 13F portfolio, value $8,319,701.

    13F-HR 0001398344-25-014865 filed by MTM Investment Management, LLC
    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 28,389 shares
    Change vs previous 13F -428 shares

    2.67% of the 13F portfolio, value $6,917,162.

    13F-HR 0001398344-25-008455 filed by MTM Investment Management, LLC
    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 28,817 shares
    Change vs previous 13F -80 shares

    2.66% of the 13F portfolio, value $6,907,626.

    13F-HR 0001398344-25-001393 filed by MTM Investment Management, LLC
    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 28,897 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $6,102,095.

    13F-HR 0001398344-24-020363 filed by MTM Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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