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PCG ASSET MANAGEMENT, LLC: JPM position timeline

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

PCG ASSET MANAGEMENT, LLC held 8,554 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,554 shares
    Change vs previous 13F +21 shares

    2.01% of the 13F portfolio, value $2,800,100.

    13F-HR 0001172661-26-002807 filed by PCG ASSET 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 8,533 shares
    Change vs previous 13F -71 shares

    2.01% of the 13F portfolio, value $2,510,150.

    13F-HR 0001172661-26-001714 filed by PCG ASSET 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 8,604 shares
    Change vs previous 13F -855 shares

    2.22% of the 13F portfolio, value $2,781,048.

    13F-HR 0001172661-26-000668 filed by PCG ASSET 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/A 9,459 shares
    Change vs previous 13F -236 shares

    2.4% of the 13F portfolio, value $2,983,687.

    13F-HR/A 0001172661-25-005227 filed by PCG ASSET 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 9,695 shares
    Change vs previous 13F -249 shares

    2.42% of the 13F portfolio, value $2,810,630.

    13F-HR 0001172661-25-002949 filed by PCG ASSET 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 9,944 shares
    Change vs previous 13F -262 shares

    2.28% of the 13F portfolio, value $2,439,369.

    13F-HR 0001172661-25-001691 filed by PCG ASSET 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 10,206 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,446,507.

    13F-HR 0001172661-25-000512 filed by PCG ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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