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3Chopt Investment Partners, LLC: JPM position timeline

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

3Chopt Investment Partners, LLC held 16,776 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 16,776 shares
    Change vs previous 13F -842 shares

    1.03% of the 13F portfolio, value $5,491,288.

    13F-HR 0001398344-26-012987 filed by 3Chopt Investment Partners, 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 17,618 shares
    Change vs previous 13F -244 shares

    1.19% of the 13F portfolio, value $5,182,511.

    13F-HR 0001398344-26-006912 filed by 3Chopt Investment Partners, 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 17,862 shares
    Change vs previous 13F -71 shares

    1.29% of the 13F portfolio, value $5,755,494.

    13F-HR 0001398344-26-002629 filed by 3Chopt Investment Partners, 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 17,933 shares
    Change vs previous 13F -60 shares

    1.29% of the 13F portfolio, value $5,656,606.

    13F-HR 0001398344-25-019342 filed by 3Chopt Investment Partners, 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 17,993 shares
    Change vs previous 13F -75 shares

    1.25% of the 13F portfolio, value $5,216,351.

    13F-HR 0001398344-25-013693 filed by 3Chopt Investment Partners, 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 18,068 shares
    Change vs previous 13F +638 shares

    1.16% of the 13F portfolio, value $4,432,080.

    13F-HR 0001398344-25-007619 filed by 3Chopt Investment Partners, 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 17,430 shares
    Change vs previous 13F +69 shares

    1.43% of the 13F portfolio, value $4,178,145.

    13F-HR 0001213900-25-013391 filed by 3Chopt Investment Partners, 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 17,361 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,660,740.

    13F-HR 0001213900-24-098596 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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