Skip to content
Disclosery

Payne Capital Management, LLC: JPM position timeline

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

Payne Capital Management, LLC held 3,320 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,320 shares
    Change vs previous 13F +567 shares

    0.29% of the 13F portfolio, value $1,086,596.

    13F-HR 0001994332-26-000003 filed by Payne 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 2,753 shares
    Change vs previous 13F +222 shares

    0.25% of the 13F portfolio, value $809,697.

    13F-HR 0001994332-26-000002 filed by Payne 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 2,531 shares
    Change vs previous 13F -422 shares

    0.26% of the 13F portfolio, value $815,401.

    13F-HR 0001994332-26-000001 filed by Payne 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 2,953 shares
    Change vs previous 13F +208 shares

    0.3% of the 13F portfolio, value $931,415.

    13F-HR 0001994332-25-000003 filed by Payne 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 2,745 shares
    Change vs previous 13F -57 shares

    0.31% of the 13F portfolio, value $795,757.

    13F-HR 0001085146-25-006011 filed by Payne 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 2,802 shares
    Change vs previous 13F -354 shares

    0.29% of the 13F portfolio, value $687,331.

    13F-HR 0001085146-25-006010 filed by Payne 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 3,156 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $756,525.

    13F-HR 0001085146-25-006009 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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