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Disclosery

Slocum, Gordon & Co LLP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Slocum, Gordon & Co LLP on JPM, newest first. How the timeline and the estimate are built.

Slocum, Gordon & Co LLP held 11,136 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,136 shares
    Change vs previous 13F -17 shares

    2.42% of the 13F portfolio, value $3,645,147.

    13F-HR 0001993325-26-000003 filed by Slocum, Gordon & Co LLP
    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 11,153 shares
    Change vs previous 13F -320 shares

    2.23% of the 13F portfolio, value $3,280,766.

    13F-HR 0001993325-26-000002 filed by Slocum, Gordon & Co LLP
    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 11,473 shares
    Change vs previous 13F -205 shares

    2.68% of the 13F portfolio, value $3,696,830.

    13F-HR 0001993325-26-000001 filed by Slocum, Gordon & Co LLP
    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 11,678 shares
    Change vs previous 13F +305 shares

    2.94% of the 13F portfolio, value $3,683,592.

    13F-HR 0001993325-25-000007 filed by Slocum, Gordon & Co LLP
    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 11,373 shares
    Change vs previous 13F -5,121 shares

    2.66% of the 13F portfolio, value $3,297,146.

    13F-HR 0001993325-25-000006 filed by Slocum, Gordon & Co LLP
    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 16,494 shares
    Change vs previous 13F -150 shares

    3.01% of the 13F portfolio, value $4,045,972.

    13F-HR 0001993325-25-000003 filed by Slocum, Gordon & Co LLP
    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 16,644 shares
    Change vs previous 13F -100 shares

    3.28% of the 13F portfolio, value $3,989,722.

    13F-HR 0001993325-25-000001 filed by Slocum, Gordon & Co LLP
    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 16,744 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,530,634.

    13F-HR 0001993325-24-000005 filed by Slocum, Gordon & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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