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STEEL GROVE CAPITAL ADVISORS, LLC: JPM position timeline

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

STEEL GROVE CAPITAL ADVISORS, LLC held 22,744 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 22,744 shares
    Change vs previous 13F -241 shares

    0.67% of the 13F portfolio, value $7,524,248.

    13F-HR 0001214659-26-012809 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,985 shares
    Change vs previous 13F +316 shares

    0.7% of the 13F portfolio, value $7,523,704.

    13F-HR 0001214659-26-009087 filed by STEEL GROVE CAPITAL ADVISORS, 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 22,669 shares
    Change vs previous 13F -215 shares

    0.7% of the 13F portfolio, value $6,668,426.

    13F-HR 0001214659-26-005702 filed by STEEL GROVE CAPITAL ADVISORS, 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 22,884 shares
    Change vs previous 13F -1,908 shares

    0.77% of the 13F portfolio, value $7,373,582.

    13F-HR 0001214659-26-001349 filed by STEEL GROVE CAPITAL ADVISORS, 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 24,792 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $7,187,545.

    13F-HR 0001214659-25-016501 filed by STEEL GROVE CAPITAL ADVISORS, 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 24,792 shares
    Change vs previous 13F -2,000 shares

    0.85% of the 13F portfolio, value $7,187,545.

    13F-HR 0001214659-25-011101 filed by STEEL GROVE CAPITAL ADVISORS, 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 26,792 shares
    Change vs previous 13F -40 shares

    1% of the 13F portfolio, value $6,571,958.

    13F-HR 0001214659-25-006144 filed by STEEL GROVE CAPITAL ADVISORS, 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 26,832 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $6,431,885.

    13F-HR 0001214659-25-002666 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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