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Disclosery

Stolper Co: JPM position timeline

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

Stolper Co held 55,195 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,195 shares
    Change vs previous 13F +211 shares

    4.66% of the 13F portfolio, value $18,067,000.

    13F-HR 0001808195-26-000003 filed by Stolper Co
    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 54,984 shares
    Change vs previous 13F -598 shares

    4.59% of the 13F portfolio, value $16,174,000.

    13F-HR 0001808195-26-000002 filed by Stolper Co
    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 55,582 shares
    Change vs previous 13F -647 shares

    5.28% of the 13F portfolio, value $17,910,000.

    13F-HR 0001808195-26-000001 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 56,229 shares
    Change vs previous 13F -863 shares

    5.37% of the 13F portfolio, value $17,736,000.

    13F-HR/A 0001808195-25-000011 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 57,092 shares
    Change vs previous 13F -721 shares

    5.44% of the 13F portfolio, value $16,552,000.

    13F-HR 0001808195-25-000008 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 57,813 shares
    Change vs previous 13F -1,027 shares

    4.65% of the 13F portfolio, value $14,182,000.

    13F-HR 0001808195-25-000006 filed by Stolper Co
    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 58,840 shares
    Change vs previous 13F -1,154 shares

    4.7% of the 13F portfolio, value $14,105,000.

    13F-HR 0001808195-25-000001 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 59,994 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $12,650,000.

    13F-HR 0001808195-24-000010 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

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