Saxony Capital Management, LLC: JPM position timeline

Saxony Capital Management, LLC held 1,568 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,568 shares

   Change vs previous 13F +74 shares

   0.24% of the 13F portfolio, value $513,253.

   13F-HR 0001561330-26-000004 filed by Saxony Capital Management, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,494 shares

   Change vs previous 13F +92 shares

   0.26% of the 13F portfolio, value $439,475.

   13F-HR 0001561330-26-000003 filed by Saxony Capital Management, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,402 shares

   Change vs previous 13F 0 shares

   0.28% of the 13F portfolio, value $451,907.

   13F-HR 0001561330-26-000001 filed by Saxony Capital Management, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,402 shares

   Change vs previous 13F +150 shares

   0.29% of the 13F portfolio, value $442,380.

   13F-HR 0001561330-25-000005 filed by Saxony Capital Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,252 shares

   Change vs previous 13F -186 shares

   0.28% of the 13F portfolio, value $363,099.

   13F-HR 0001561330-25-000003 filed by Saxony Capital Management, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,438 shares

   Change vs previous 13F +254 shares

   0.31% of the 13F portfolio, value $352,778.

   13F-HR 0001561330-25-000002 filed by Saxony Capital Management, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,184 shares

   Change vs previous 13F +1 shares

   0.25% of the 13F portfolio, value $283,751.

   13F-HR 0001561330-25-000001 filed by Saxony Capital Management, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,183 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $249,358.

   13F-HR 0001561330-24-000006 filed by Saxony Capital Management, LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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