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X-Square Capital, LLC: JPM position timeline

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

X-Square Capital, LLC held 12,742 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,742 shares
    Change vs previous 13F +470 shares

    1.06% of the 13F portfolio, value $4,170,000.

    13F-HR 0001729300-26-000003 filed by X-Square 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 ended2026-03-31
    13F 12,272 shares
    Change vs previous 13F -9,547 shares

    1.22% of the 13F portfolio, value $3,610,000.

    13F-HR 0001729300-26-000002 filed by X-Square 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 ended2025-12-31
    13F 21,819 shares
    Change vs previous 13F -474 shares

    2.3% of the 13F portfolio, value $7,030,000.

    13F-HR 0001729300-26-000001 filed by X-Square 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 ended2025-09-30
    13F 22,293 shares
    Change vs previous 13F +193 shares

    2.2% of the 13F portfolio, value $7,032,000.

    13F-HR 0001729300-25-000005 filed by X-Square 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 ended2025-06-30
    13F 22,100 shares
    Change vs previous 13F -99 shares

    2.3% of the 13F portfolio, value $6,407,000.

    13F-HR 0001729300-25-000003 filed by X-Square 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 ended2025-03-31
    13F 22,199 shares
    Change vs previous 13F +507 shares

    2.34% of the 13F portfolio, value $5,445,000.

    13F-HR 0001729300-25-000002 filed by X-Square 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 ended2024-12-31
    13F 21,692 shares
    Change vs previous 13F +31 shares

    2.14% of the 13F portfolio, value $5,199,000.

    13F-HR 0001729300-25-000001 filed by X-Square 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 ended2024-09-30
    13F 21,661 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $4,567,000.

    13F-HR 0001729300-24-000005 filed by X-Square Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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