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Disclosery

Socorro Asset Management LP: JPM position timeline

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

Socorro Asset Management LP held 24,930 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,930 shares
    Change vs previous 13F -882 shares

    3.66% of the 13F portfolio, value $8,160,337.

    13F-HR 0001781882-26-000005 filed by Socorro Asset Management LP
    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 25,812 shares
    Change vs previous 13F -2,792 shares

    3.43% of the 13F portfolio, value $7,592,858.

    13F-HR 0001781882-26-000004 filed by Socorro Asset Management LP
    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 28,604 shares
    Change vs previous 13F +335 shares

    3.57% of the 13F portfolio, value $9,216,781.

    13F-HR 0001781882-26-000002 filed by Socorro Asset Management LP
    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 28,269 shares
    Change vs previous 13F -13,840 shares

    3.21% of the 13F portfolio, value $8,916,891.

    13F-HR 0001781882-25-000006 filed by Socorro Asset Management LP
    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 42,109 shares
    Change vs previous 13F +1,850 shares

    4.08% of the 13F portfolio, value $12,207,820.

    13F-HR 0001781882-25-000005 filed by Socorro Asset Management LP
    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 40,259 shares
    Change vs previous 13F +2,744 shares

    3.41% of the 13F portfolio, value $9,875,533.

    13F-HR 0001787893-25-000005 filed by Socorro Asset Management LP
    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 37,515 shares
    Change vs previous 13F 0 shares

    3.52% of the 13F portfolio, value $8,992,721.

    13F-HR 0001781882-25-000002 filed by Socorro Asset Management LP
    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 37,515 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $7,910,413.

    13F-HR 0001781882-24-000007 filed by Socorro Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

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