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Disclosery

Pointe Capital Management LLC: JPM position timeline

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

Pointe Capital Management LLC held 10,062 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 10,062 shares
    Change vs previous 13F +123 shares

    1.47% of the 13F portfolio, value $3,293,594.

    13F-HR 0001640335-26-000004 filed by Pointe 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 9,939 shares
    Change vs previous 13F +64 shares

    1.45% of the 13F portfolio, value $2,923,656.

    13F-HR 0001640335-26-000003 filed by Pointe 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 9,875 shares
    Change vs previous 13F -68 shares

    1.58% of the 13F portfolio, value $3,181,923.

    13F-HR 0001640335-26-000001 filed by Pointe 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 9,943 shares
    Change vs previous 13F 0 shares

    1.53% of the 13F portfolio, value $3,136,320.

    13F-HR 0001640335-25-000006 filed by Pointe 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 9,943 shares
    Change vs previous 13F 0 shares

    1.5% of the 13F portfolio, value $2,882,575.

    13F-HR 0001640335-25-000005 filed by Pointe 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 9,943 shares
    Change vs previous 13F -130 shares

    1.43% of the 13F portfolio, value $2,439,018.

    13F-HR 0001640335-25-000002 filed by Pointe 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/A 10,073 shares
    Change vs previous 13F -302 shares

    1.39% of the 13F portfolio, value $2,414,598.

    13F-HR/A 0001640335-25-000001 filed by Pointe 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 10,375 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,187,673.

    13F-HR 0001639695-24-000005 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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