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Disclosery

Waterloo Capital, L.P.: JPM position timeline

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

Waterloo Capital, L.P. held 19,900 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,900 shares
    Change vs previous 13F +1,050 shares

    0.37% of the 13F portfolio, value $6,513,952.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 18,850 shares
    Change vs previous 13F +49 shares

    0.39% of the 13F portfolio, value $5,544,785.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 18,801 shares
    Change vs previous 13F -1,529 shares

    0.44% of the 13F portfolio, value $6,057,963.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 20,330 shares
    Change vs previous 13F +110 shares

    0.48% of the 13F portfolio, value $6,412,586.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 20,220 shares
    Change vs previous 13F +2,284 shares

    0.47% of the 13F portfolio, value $5,861,874.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 17,936 shares
    Change vs previous 13F +1,743 shares

    0.41% of the 13F portfolio, value $4,399,626.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 16,193 shares
    Change vs previous 13F -734 shares

    0.41% of the 13F portfolio, value $3,881,623.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 16,927 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,569,181.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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