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Disclosery

Proficio Capital Partners LLC: JPM position timeline

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

Proficio Capital Partners LLC held 28,707 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 28,707 shares
    Change vs previous 13F +24,373 shares

    0.34% of the 13F portfolio, value $9,396,600.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 4,334 shares
    Change vs previous 13F +25 shares

    0.07% of the 13F portfolio, value $1,274,867.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 4,309 shares
    Change vs previous 13F -371 shares

    0.1% of the 13F portfolio, value $1,388,566.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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 4,680 shares
    Change vs previous 13F -22,786 shares

    0.1% of the 13F portfolio, value $1,476,165.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 27,466 shares
    Change vs previous 13F +12,275 shares

    0.5% of the 13F portfolio, value $7,962,632.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 15,191 shares
    Change vs previous 13F +94 shares

    0.29% of the 13F portfolio, value $3,725,601.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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 15,097 shares
    Change vs previous 13F +4,912 shares

    0.29% of the 13F portfolio, value $3,618,854.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners 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 10,185 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,147,609.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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