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Spinnaker Investment Group, LLC: JPM position timeline

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

Spinnaker Investment Group, LLC held 5,327 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,327 shares
    Change vs previous 13F -62 shares

    0.28% of the 13F portfolio, value $1,762,182.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,389 shares
    Change vs previous 13F +637 shares

    0.28% of the 13F portfolio, value $1,763,833.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,752 shares
    Change vs previous 13F -431 shares

    0.28% of the 13F portfolio, value $1,397,976.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,183 shares
    Change vs previous 13F +34 shares

    0.3% of the 13F portfolio, value $1,670,186.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,149 shares
    Change vs previous 13F +242 shares

    0.31% of the 13F portfolio, value $1,624,345.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,907 shares
    Change vs previous 13F -214 shares

    0.33% of the 13F portfolio, value $1,422,625.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,121 shares
    Change vs previous 13F +72 shares

    0.28% of the 13F portfolio, value $1,256,212.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,049 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,210,303.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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