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Stamos Capital Partners, L.P.: JPM position timeline

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

Stamos Capital Partners, L.P. held 34,663 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,663 shares
    Change vs previous 13F -1,293 shares

    1.74% of the 13F portfolio, value $11,346,240.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 35,956 shares
    Change vs previous 13F +8,513 shares

    1.65% of the 13F portfolio, value $10,576,817.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 27,443 shares
    Change vs previous 13F +1,294 shares

    1.42% of the 13F portfolio, value $8,842,683.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 26,149 shares
    Change vs previous 13F -4,356 shares

    1.56% of the 13F portfolio, value $8,248,179.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 30,505 shares
    Change vs previous 13F +12,091 shares

    1.59% of the 13F portfolio, value $8,843,705.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 18,414 shares
    Change vs previous 13F +604 shares

    1.18% of the 13F portfolio, value $4,516,954.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 17,810 shares
    Change vs previous 13F -9,540 shares

    1% of the 13F portfolio, value $4,269,235.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 27,350 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $5,767,021.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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