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REGATTA CAPITAL GROUP, LLC: JPM position timeline

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

REGATTA CAPITAL GROUP, LLC held 20,396 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,396 shares
    Change vs previous 13F -3,822 shares

    0.9% of the 13F portfolio, value $6,676,064.

    13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL GROUP, 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 24,218 shares
    Change vs previous 13F +1,485 shares

    1.08% of the 13F portfolio, value $7,123,953.

    13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL GROUP, 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 22,733 shares
    Change vs previous 13F -199 shares

    1.11% of the 13F portfolio, value $7,325,128.

    13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL GROUP, 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 22,932 shares
    Change vs previous 13F +508 shares

    1.14% of the 13F portfolio, value $7,233,564.

    13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL GROUP, 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 22,424 shares
    Change vs previous 13F +292 shares

    1.12% of the 13F portfolio, value $6,501,001.

    13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL GROUP, 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 22,132 shares
    Change vs previous 13F +111 shares

    1.05% of the 13F portfolio, value $5,428,945.

    13F-HR 0001951757-25-000361 filed by REGATTA CAPITAL GROUP, 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 22,021 shares
    Change vs previous 13F +607 shares

    1.02% of the 13F portfolio, value $5,278,565.

    13F-HR 0001951757-25-000087 filed by REGATTA CAPITAL GROUP, 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 21,414 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,515,425.

    13F-HR 0001951757-24-001040 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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