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Warburton Capital Management, LLC: JPM position timeline

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

Warburton Capital Management, LLC held 1,795 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,795 shares
    Change vs previous 13F +59 shares

    0.24% of the 13F portfolio, value $587,000.

    13F-HR 0002054795-26-000003 filed by Warburton Capital Management, 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 1,736 shares
    Change vs previous 13F +197 shares

    0.26% of the 13F portfolio, value $538,000.

    13F-HR 0002054795-26-000002 filed by Warburton Capital Management, 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 1,539 shares
    Change vs previous 13F +114 shares

    0.28% of the 13F portfolio, value $495,000.

    13F-HR 0002054795-26-000001 filed by Warburton Capital Management, 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 1,425 shares
    Change vs previous 13F +55 shares

    0.27% of the 13F portfolio, value $442,000.

    13F-HR 0002054795-25-000002 filed by Warburton Capital Management, 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 1,370 shares
    Change vs previous 13F +255 shares

    0.24% of the 13F portfolio, value $406,000.

    13F-HR 0001908380-25-000009 filed by Warburton Capital Management, 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 1,115 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $273,000.

    13F-HR 0001842974-25-000010 filed by Warburton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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