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Disclosery

Talbot Financial, LLC: JPM position timeline

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

Talbot Financial, LLC held 112,910 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 112,910 shares
    Change vs previous 13F +1,642 shares

    2.72% of the 13F portfolio, value $36,958,866.

    13F-HR 0001966180-26-000004 filed by Talbot Financial, 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 111,268 shares
    Change vs previous 13F +2,976 shares

    2.75% of the 13F portfolio, value $32,730,549.

    13F-HR 0001966180-26-000003 filed by Talbot Financial, 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 108,292 shares
    Change vs previous 13F -266 shares

    2.87% of the 13F portfolio, value $34,893,708.

    13F-HR 0001966180-26-000002 filed by Talbot Financial, 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 108,558 shares
    Change vs previous 13F +1,288 shares

    2.9% of the 13F portfolio, value $34,242,400.

    13F-HR 0001966180-25-000006 filed by Talbot Financial, 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 107,270 shares
    Change vs previous 13F +13,530 shares

    2.94% of the 13F portfolio, value $31,098,777.

    13F-HR 0001966180-25-000004 filed by Talbot Financial, 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 93,740 shares
    Change vs previous 13F -2,309 shares

    2.88% of the 13F portfolio, value $22,994,360.

    13F-HR 0001966180-25-000003 filed by Talbot Financial, 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 96,049 shares
    Change vs previous 13F -389 shares

    2.74% of the 13F portfolio, value $23,023,999.

    13F-HR 0001966180-25-000001 filed by Talbot Financial, 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 96,438 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $20,334,908.

    13F-HR 0001966180-24-000005 filed by Talbot Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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