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Purkiss Capital Advisors LLC: JPM position timeline

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

Purkiss Capital Advisors LLC held 14,489 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,489 shares
    Change vs previous 13F +705 shares

    1.81% of the 13F portfolio, value $4,742,764.

    13F-HR 0002053150-26-000003 filed by Purkiss Capital Advisors 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 13,784 shares
    Change vs previous 13F +525 shares

    1.78% of the 13F portfolio, value $4,054,574.

    13F-HR 0002053150-26-000002 filed by Purkiss Capital Advisors 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 13,259 shares
    Change vs previous 13F +120 shares

    2% of the 13F portfolio, value $4,272,219.

    13F-HR 0002053150-26-000001 filed by Purkiss Capital Advisors 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 13,139 shares
    Change vs previous 13F +58 shares

    1.98% of the 13F portfolio, value $4,144,575.

    13F-HR 0002053150-25-000007 filed by Purkiss Capital Advisors 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 13,081 shares
    Change vs previous 13F +1,895 shares

    2.11% of the 13F portfolio, value $3,792,319.

    13F-HR 0002053150-25-000005 filed by Purkiss Capital Advisors 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 11,186 shares
    Change vs previous 13F +2,364 shares

    2.07% of the 13F portfolio, value $2,743,838.

    13F-HR 0002053150-25-000004 filed by Purkiss Capital Advisors 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 8,822 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $2,114,690.

    13F-HR 0002053150-25-000002 filed by Purkiss Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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