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Disclosery

Tufton Capital Management: JPM position timeline

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

Tufton Capital Management held 69,812 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,812 shares
    Change vs previous 13F -1,366 shares

    3.83% of the 13F portfolio, value $22,851,000.

    13F-HR 0001055963-26-000003 filed by Tufton Capital Management
    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 71,178 shares
    Change vs previous 13F -1,867 shares

    3.81% of the 13F portfolio, value $20,937,000.

    13F-HR 0001055963-26-000002 filed by Tufton Capital Management
    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 73,045 shares
    Change vs previous 13F -954 shares

    4.11% of the 13F portfolio, value $23,536,000.

    13F-HR 0001055963-26-000001 filed by Tufton Capital Management
    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 73,999 shares
    Change vs previous 13F -261 shares

    4.16% of the 13F portfolio, value $23,341,000.

    13F-HR 0001055963-25-000005 filed by Tufton Capital Management
    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 74,260 shares
    Change vs previous 13F -2,385 shares

    4.09% of the 13F portfolio, value $21,528,000.

    13F-HR 0001055963-25-000003 filed by Tufton Capital Management
    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 76,645 shares
    Change vs previous 13F -3,385 shares

    3.62% of the 13F portfolio, value $18,801,100.

    13F-HR 0001055963-25-000002 filed by Tufton Capital Management
    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 80,030 shares
    Change vs previous 13F -639 shares

    3.63% of the 13F portfolio, value $19,183,991.

    13F-HR 0001055963-25-000001 filed by Tufton Capital Management
    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 80,669 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $17,009,865.

    13F-HR 0001055963-24-000004 filed by Tufton Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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