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Chicago Partners Investment Group LLC: JPM position timeline

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

Chicago Partners Investment Group LLC held 96,420 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,420 shares
    Change vs previous 13F +2,743 shares

    0.68% of the 13F portfolio, value $33,737,508.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 93,677 shares
    Change vs previous 13F +6,445 shares

    0.66% of the 13F portfolio, value $29,322,686.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 87,232 shares
    Change vs previous 13F +557 shares

    0.64% of the 13F portfolio, value $25,970,596.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 86,675 shares
    Change vs previous 13F +1,944 shares

    0.69% of the 13F portfolio, value $26,467,091.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 84,731 shares
    Change vs previous 13F +1,078 shares

    0.72% of the 13F portfolio, value $25,144,781.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 83,653 shares
    Change vs previous 13F +1,104 shares

    0.69% of the 13F portfolio, value $20,862,249.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 82,549 shares
    Change vs previous 13F -789 shares

    0.67% of the 13F portfolio, value $20,070,156.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 83,338 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $18,618,550.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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