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Sitrin Capital Management LLC: JPM position timeline

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

Sitrin Capital Management LLC held 26,388 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,388 shares
    Change vs previous 13F -429 shares

    3.83% of the 13F portfolio, value $8,637,592.

    13F-HR 0001664771-26-000003 filed by Sitrin Capital Management 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 26,817 shares
    Change vs previous 13F -103 shares

    3.95% of the 13F portfolio, value $7,888,479.

    13F-HR 0001664771-26-000002 filed by Sitrin Capital Management 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 26,920 shares
    Change vs previous 13F +35 shares

    4.12% of the 13F portfolio, value $8,674,315.

    13F-HR 0001664771-26-000001 filed by Sitrin Capital Management 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 26,885 shares
    Change vs previous 13F -200 shares

    4.07% of the 13F portfolio, value $8,480,276.

    13F-HR 0001664771-25-000003 filed by Sitrin Capital Management 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 27,085 shares
    Change vs previous 13F -2,637 shares

    4.01% of the 13F portfolio, value $7,852,268.

    13F-HR 0001085146-25-004084 filed by Sitrin Capital Management 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 29,722 shares
    Change vs previous 13F -7,245 shares

    3.93% of the 13F portfolio, value $7,290,768.

    13F-HR 0001085146-25-002405 filed by Sitrin Capital Management 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 36,967 shares
    Change vs previous 13F +355 shares

    4.47% of the 13F portfolio, value $8,861,425.

    13F-HR 0001085146-25-000784 filed by Sitrin Capital Management 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 36,612 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $7,719,919.

    13F-HR 0001085146-24-005186 filed by Sitrin Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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