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Disclosery

STEPH & CO: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEPH & CO on JPM, newest first. How the timeline and the estimate are built.

STEPH & CO held 4,291 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,291 shares
    Change vs previous 13F +71 shares

    0.36% of the 13F portfolio, value $1,419,592.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,220 shares
    Change vs previous 13F +193 shares

    0.35% of the 13F portfolio, value $1,381,333.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    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 4,027 shares
    Change vs previous 13F +3 shares

    0.34% of the 13F portfolio, value $1,184,582.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    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 4,024 shares
    Change vs previous 13F -539 shares

    0.37% of the 13F portfolio, value $1,296,613.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    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 4,563 shares
    Change vs previous 13F -421 shares

    0.44% of the 13F portfolio, value $1,439,307.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    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 4,984 shares
    Change vs previous 13F -78 shares

    0.47% of the 13F portfolio, value $1,444,911.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    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 5,062 shares
    Change vs previous 13F -155 shares

    0.45% of the 13F portfolio, value $1,241,709.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    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 5,217 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,250,567.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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