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Disclosery

Nelson Capital Management, LLC: JPM position timeline

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

Nelson Capital Management, LLC held 41,528 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 41,528 shares
    Change vs previous 13F -1,046 shares

    1.49% of the 13F portfolio, value $13,593,324.

    13F-HR 0001512611-26-000004 filed by Nelson 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 42,574 shares
    Change vs previous 13F -946 shares

    1.53% of the 13F portfolio, value $12,523,535.

    13F-HR 0001512611-26-000002 filed by Nelson 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 43,520 shares
    Change vs previous 13F -471 shares

    1.64% of the 13F portfolio, value $14,022,978.

    13F-HR 0001512611-26-000001 filed by Nelson 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 43,991 shares
    Change vs previous 13F +2,243 shares

    1.65% of the 13F portfolio, value $13,876,046.

    13F-HR 0001512611-25-000003 filed by Nelson 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 41,748 shares
    Change vs previous 13F -90 shares

    1.6% of the 13F portfolio, value $12,103,130.

    13F-HR 0001085146-25-004113 filed by Nelson 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 41,838 shares
    Change vs previous 13F -147 shares

    1.77% of the 13F portfolio, value $10,262,834.

    13F-HR 0001085146-25-002617 filed by Nelson 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 41,985 shares
    Change vs previous 13F -1,981 shares

    1.67% of the 13F portfolio, value $10,064,198.

    13F-HR 0001085146-25-000793 filed by Nelson 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 43,966 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $9,270,647.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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