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Disclosery

New Capital Management LP: JMST position timeline

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

New Capital Management LP held 5,003 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,003 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $255,153.

    13F-HR 0001696731-26-000003 filed by New Capital Management LP
    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 5,003 shares
    Change vs previous 13F -29,812 shares

    0.06% of the 13F portfolio, value $255,053.

    13F-HR 0001696731-26-000002 filed by New Capital Management LP
    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 34,815 shares
    Change vs previous 13F -3,828 shares

    0.45% of the 13F portfolio, value $1,773,476.

    13F-HR 0001696731-26-000001 filed by New Capital Management LP
    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 38,643 shares
    Change vs previous 13F -1,594 shares

    0.52% of the 13F portfolio, value $1,972,339.

    13F-HR 0001696731-25-000007 filed by New Capital Management LP
    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 40,237 shares
    Change vs previous 13F -1,342 shares

    0.57% of the 13F portfolio, value $2,048,868.

    13F-HR 0001696731-25-000006 filed by New Capital Management LP
    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 41,579 shares
    Change vs previous 13F +13,879 shares

    0.61% of the 13F portfolio, value $2,114,292.

    13F-HR 0001696731-25-000005 filed by New Capital Management LP
    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 27,700 shares
    Change vs previous 13F -53 shares

    0.41% of the 13F portfolio, value $1,404,667.

    13F-HR 0001696731-25-000001 filed by New Capital Management LP
    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 27,753 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,413,738.

    13F-HR 0001696731-24-000004 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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