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STALEY CAPITAL ADVISERS INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STALEY CAPITAL ADVISERS INC on JPM, newest first. How the timeline and the estimate are built.

STALEY CAPITAL ADVISERS INC held 411,588 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 411,588 shares
    Change vs previous 13F -5,824 shares

    5.25% of the 13F portfolio, value $134,724,977.

    13F-HR 0001106565-26-000008 filed by STALEY CAPITAL ADVISERS INC
    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 417,412 shares
    Change vs previous 13F -3,057 shares

    5.2% of the 13F portfolio, value $122,785,932.

    13F-HR 0001106565-26-000004 filed by STALEY CAPITAL ADVISERS INC
    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 420,469 shares
    Change vs previous 13F -8,681 shares

    5.59% of the 13F portfolio, value $135,483,609.

    13F-HR 0001106565-26-000001 filed by STALEY CAPITAL ADVISERS INC
    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 429,150 shares
    Change vs previous 13F -7,598 shares

    5.56% of the 13F portfolio, value $135,366,695.

    13F-HR 0001106565-25-000009 filed by STALEY CAPITAL ADVISERS INC
    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 436,748 shares
    Change vs previous 13F -6,631 shares

    5.38% of the 13F portfolio, value $126,617,731.

    13F-HR 0001106565-25-000008 filed by STALEY CAPITAL ADVISERS INC
    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 443,379 shares
    Change vs previous 13F -22,979 shares

    4.92% of the 13F portfolio, value $108,760,887.

    13F-HR 0001106565-25-000006 filed by STALEY CAPITAL ADVISERS INC
    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 466,358 shares
    Change vs previous 13F -13,025 shares

    4.96% of the 13F portfolio, value $111,790,763.

    13F-HR 0001106565-25-000001 filed by STALEY CAPITAL ADVISERS INC
    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 479,383 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $101,082,607.

    13F-HR 0001106565-24-000006 filed by STALEY CAPITAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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