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Disclosery

Peak Asset Management, LLC: JPM position timeline

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

Peak Asset Management, LLC held 82,577 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,577 shares
    Change vs previous 13F +5,406 shares

    3.97% of the 13F portfolio, value $27,029,930.

    13F-HR 0001062993-26-004338 filed by Peak 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 77,171 shares
    Change vs previous 13F -1,940 shares

    4% of the 13F portfolio, value $22,700,622.

    13F-HR 0001062993-26-002657 filed by Peak 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 79,111 shares
    Change vs previous 13F -769 shares

    4.34% of the 13F portfolio, value $25,491,147.

    13F-HR 0001062993-26-000643 filed by Peak 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 79,880 shares
    Change vs previous 13F -633 shares

    4.4% of the 13F portfolio, value $25,196,549.

    13F-HR 0001062993-25-016725 filed by Peak 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 80,513 shares
    Change vs previous 13F -766 shares

    4.28% of the 13F portfolio, value $23,341,524.

    13F-HR 0001062993-25-014438 filed by Peak 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 81,279 shares
    Change vs previous 13F -4,065 shares

    3.79% of the 13F portfolio, value $19,937,739.

    13F-HR 0001062993-25-008726 filed by Peak 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 85,344 shares
    Change vs previous 13F -2,258 shares

    3.78% of the 13F portfolio, value $20,457,811.

    13F-HR 0001062993-25-002525 filed by Peak Asset 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 87,602 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $18,471,758.

    13F-HR 0001062993-24-018370 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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