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NCM Capital Management, LLC: JPM position timeline

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

NCM Capital Management, LLC held 21,937 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,937 shares
    Change vs previous 13F +452 shares

    2.21% of the 13F portfolio, value $7,180,700.

    13F-HR 0001907054-26-000003 filed by NCM Capital 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 21,485 shares
    Change vs previous 13F -189 shares

    2.26% of the 13F portfolio, value $6,319,942.

    13F-HR 0001907054-26-000002 filed by NCM Capital 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 21,674 shares
    Change vs previous 13F -720 shares

    2.59% of the 13F portfolio, value $6,983,857.

    13F-HR 0001907054-26-000001 filed by NCM Capital 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 22,394 shares
    Change vs previous 13F -316 shares

    2.74% of the 13F portfolio, value $7,063,673.

    13F-HR 0001907054-25-000007 filed by NCM Capital 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 22,710 shares
    Change vs previous 13F +51 shares

    2.7% of the 13F portfolio, value $6,583,699.

    13F-HR 0001907054-25-000005 filed by NCM Capital 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 22,659 shares
    Change vs previous 13F -131 shares

    2.5% of the 13F portfolio, value $5,558,171.

    13F-HR 0001907054-25-000002 filed by NCM Capital 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 22,790 shares
    Change vs previous 13F +16 shares

    2.46% of the 13F portfolio, value $5,462,916.

    13F-HR 0001907054-25-000001 filed by NCM Capital 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 22,774 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $4,802,119.

    13F-HR 0001907054-24-000005 filed by NCM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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