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Disclosery

Sterneck Capital Management, LLC: JPM position timeline

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

Sterneck Capital Management, LLC held 4,067 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,067 shares
    Change vs previous 13F -1,043 shares

    0.57% of the 13F portfolio, value $1,331,139.

    13F-HR 0001438574-26-000003 filed by Sterneck Capital Management, LLC
    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 5,110 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,503,233.

    13F-HR 0001438574-26-000002 filed by Sterneck Capital Management, LLC
    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 5,110 shares
    Change vs previous 13F +1 shares

    0.74% of the 13F portfolio, value $1,646,496.

    13F-HR 0001438574-26-000001 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,109 shares
    Change vs previous 13F -28 shares

    0.75% of the 13F portfolio, value $1,611,675.

    13F-HR 0001438574-25-000009 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,137 shares
    Change vs previous 13F -123 shares

    0.76% of the 13F portfolio, value $1,489,287.

    13F-HR 0001438574-25-000003 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,260 shares
    Change vs previous 13F -39 shares

    0.7% of the 13F portfolio, value $1,290,178.

    13F-HR 0001438574-25-000002 filed by Sterneck Capital Management, LLC
    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 5,299 shares
    Change vs previous 13F +93 shares

    0.69% of the 13F portfolio, value $1,270,274.

    13F-HR 0001438574-25-000001 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,206 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,097,687.

    13F-HR 0001438574-24-000007 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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