Skip to content
Disclosery

Next Capital Management LLC: JPM position timeline

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

Next Capital Management LLC held 3,380 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 3,380 shares
    Change vs previous 13F +87 shares

    0.3% of the 13F portfolio, value $1,106,437.

    13F-HR 0001437749-26-025432 filed by Next 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 3,293 shares
    Change vs previous 13F +222 shares

    0.29% of the 13F portfolio, value $968,585.

    13F-HR 0001437749-26-015365 filed by Next 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 3,071 shares
    Change vs previous 13F -1,134 shares

    0.32% of the 13F portfolio, value $989,598.

    13F-HR 0001437749-26-003766 filed by Next 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 4,205 shares
    Change vs previous 13F -5,439 shares

    0.44% of the 13F portfolio, value $1,326,279.

    13F-HR 0001437749-25-033205 filed by Next 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 9,644 shares
    Change vs previous 13F +6,734 shares

    0.55% of the 13F portfolio, value $1,494,529.

    13F-HR 0001437749-25-024802 filed by Next 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 2,910 shares
    Change vs previous 13F -760 shares

    0.34% of the 13F portfolio, value $713,712.

    13F-HR 0001437749-25-014677 filed by Next 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 3,670 shares
    Change vs previous 13F -608 shares

    0.36% of the 13F portfolio, value $879,749.

    13F-HR 0001437749-25-003355 filed by Next 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 4,278 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $902,158.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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