POTOMAC FUND MANAGEMENT INC /ADV: JPM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POTOMAC FUND MANAGEMENT INC /ADV on JPM, newest first. How the timeline and the estimate are built.
POTOMAC FUND MANAGEMENT INC /ADV held 6,946 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 6,946 sharesChange vs previous 13F -47 shares
0.06% of the 13F portfolio, value $2,273,731.
13F-HR 0000826000-26-000007 filed by POTOMAC FUND MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,993 sharesChange vs previous 13F +159 shares
0.07% of the 13F portfolio, value $2,056,957.
13F-HR 0000826000-26-000005 filed by POTOMAC FUND MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,834 sharesChange vs previous 13F -857 shares
0.08% of the 13F portfolio, value $2,202,108.
13F-HR 0000826000-26-000003 filed by POTOMAC FUND MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,691 sharesChange vs previous 13F -422 shares
0.1% of the 13F portfolio, value $2,425,904.
13F-HR 0000826000-25-000012 filed by POTOMAC FUND MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 8,113 sharesChange vs previous 13F -160 shares
0.13% of the 13F portfolio, value $2,318,989.
13F-HR/A 0000826000-25-000010 filed by POTOMAC FUND MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 8,273 sharesChange vs previous 13F +448 shares
0.83% of the 13F portfolio, value $1,894,522.
13F-HR/A 0000826000-25-000009 filed by POTOMAC FUND MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 7,825 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,875,708.
13F-HR/A 0000826000-25-000008 filed by POTOMAC FUND MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).