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Disclosery

Pacific Capital Partners Ltd: JPM position timeline

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

Pacific Capital Partners Ltd held 7,622 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,622 shares
    Change vs previous 13F +3,722 shares

    2.16% of the 13F portfolio, value $2,494,909.

    13F-HR 0002064920-26-000004 filed by Pacific Capital Partners Ltd
    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 3,900 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,147,224.

    13F-HR 0002064920-26-000002 filed by Pacific Capital Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

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