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SFE Investment Counsel: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFE Investment Counsel on JPM, newest first. How the timeline and the estimate are built.

SFE Investment Counsel held 59,236 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,236 shares
    Change vs previous 13F -321 shares

    2.67% of the 13F portfolio, value $19,389,702.

    13F-HR 0001317784-26-000003 filed by SFE Investment Counsel
    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 59,557 shares
    Change vs previous 13F -1,221 shares

    2.81% of the 13F portfolio, value $17,519,271.

    13F-HR 0001317784-26-000002 filed by SFE Investment Counsel
    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 60,778 shares
    Change vs previous 13F -1,592 shares

    3.05% of the 13F portfolio, value $19,583,870.

    13F-HR 0001317784-26-000001 filed by SFE Investment Counsel
    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 62,370 shares
    Change vs previous 13F -1,722 shares

    3.14% of the 13F portfolio, value $19,673,352.

    13F-HR 0001317784-25-000003 filed by SFE Investment Counsel
    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 64,092 shares
    Change vs previous 13F +3,015 shares

    3.27% of the 13F portfolio, value $18,580,790.

    13F-HR 0001085146-25-004662 filed by SFE Investment Counsel
    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 61,077 shares
    Change vs previous 13F -4,356 shares

    2.99% of the 13F portfolio, value $14,982,221.

    13F-HR 0001085146-25-002652 filed by SFE Investment Counsel
    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 65,433 shares
    Change vs previous 13F -1,166 shares

    3.33% of the 13F portfolio, value $15,684,944.

    13F-HR 0001085146-25-000626 filed by SFE Investment Counsel
    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 66,599 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $14,043,065.

    13F-HR 0001085146-24-005141 filed by SFE Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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