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Disclosery

Narwhal Capital Management: JPM position timeline

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

Narwhal Capital Management held 129,578 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,578 shares
    Change vs previous 13F -231 shares

    2.93% of the 13F portfolio, value $42,414,710.

    13F-HR 0001461287-26-000003 filed by Narwhal Capital Management
    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 129,809 shares
    Change vs previous 13F -194 shares

    2.82% of the 13F portfolio, value $38,184,551.

    13F-HR 0001461287-26-000002 filed by Narwhal 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 ended2025-12-31
    13F 130,003 shares
    Change vs previous 13F +1,819 shares

    3.04% of the 13F portfolio, value $41,889,466.

    13F-HR 0001461287-26-000001 filed by Narwhal 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 ended2025-09-30
    13F 128,184 shares
    Change vs previous 13F +1,690 shares

    2.99% of the 13F portfolio, value $40,432,983.

    13F-HR 0001461287-25-000005 filed by Narwhal 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 ended2025-06-30
    13F 126,494 shares
    Change vs previous 13F -4,091 shares

    2.94% of the 13F portfolio, value $36,671,750.

    13F-HR 0001085146-25-004109 filed by Narwhal 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 ended2025-03-31
    13F 130,585 shares
    Change vs previous 13F +4,815 shares

    2.85% of the 13F portfolio, value $32,032,596.

    13F-HR 0001085146-25-002254 filed by Narwhal 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 ended2024-12-31
    13F 125,770 shares
    Change vs previous 13F -7,848 shares

    2.66% of the 13F portfolio, value $30,148,392.

    13F-HR 0001085146-25-000391 filed by Narwhal 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 ended2024-09-30
    13F 133,618 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $28,174,680.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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