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Disclosery

NBW CAPITAL LLC: JPM position timeline

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

NBW CAPITAL LLC held 39,883 JPM shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 39,883 shares
    Change vs previous 13F +220 shares

    2.49% of the 13F portfolio, value $11,562,481.

    13F-HR 0001512901-25-000003 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 39,663 shares
    Change vs previous 13F -13,111 shares

    2.16% of the 13F portfolio, value $9,729,334.

    13F-HR 0001512901-25-000002 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 52,774 shares
    Change vs previous 13F -484 shares

    2.34% of the 13F portfolio, value $12,650,456.

    13F-HR 0001512901-25-000001 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 53,258 shares
    Change vs previous 13F +1,194 shares

    2.12% of the 13F portfolio, value $11,229,982.

    13F-HR 0001512901-24-000004 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 52,064 shares
    Change vs previous 13F -251 shares

    2.08% of the 13F portfolio, value $10,530,465.

    13F-HR 0001512901-24-000003 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 52,315 shares
    Change vs previous 13F +1,351 shares

    2.14% of the 13F portfolio, value $10,478,695.

    13F-HR 0001512901-24-000002 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 50,964 shares
    Change vs previous 13F -689 shares

    1.9% of the 13F portfolio, value $8,668,976.

    13F-HR 0001512901-24-000001 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 51,653 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $7,490,718.

    13F-HR 0001512901-23-000004 filed by NBW CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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