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Texas Capital Bank Wealth Management Services Inc: JPM position timeline

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

Texas Capital Bank Wealth Management Services Inc held 60,118 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,118 shares
    Change vs previous 13F +139 shares

    1.05% of the 13F portfolio, value $19,678,425.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services Inc
    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 59,979 shares
    Change vs previous 13F -1,914 shares

    1.05% of the 13F portfolio, value $17,643,422.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services Inc
    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 61,893 shares
    Change vs previous 13F +16,351 shares

    1.15% of the 13F portfolio, value $19,943,162.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 45,542 shares
    Change vs previous 13F +4,657 shares

    1.18% of the 13F portfolio, value $14,365,313.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services Inc
    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 40,885 shares
    Change vs previous 13F -1,841 shares

    1.11% of the 13F portfolio, value $11,852,861.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services Inc
    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 42,726 shares
    Change vs previous 13F -8,562 shares

    1.06% of the 13F portfolio, value $10,480,589.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services Inc
    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 51,288 shares
    Change vs previous 13F -741 shares

    1.26% of the 13F portfolio, value $12,294,220.

    13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 52,029 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $10,970,738.

    13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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