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Disclosery

CORDA Investment Management, LLC.: JPM position timeline

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

CORDA Investment Management, LLC. held 5,278 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,278 shares
    Change vs previous 13F +119 shares

    0.11% of the 13F portfolio, value $1,727,611.

    13F-HR 0001545812-26-000005 filed by CORDA Investment 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 5,159 shares
    Change vs previous 13F -685 shares

    0.1% of the 13F portfolio, value $1,517,580.

    13F-HR 0001545812-26-000003 filed by CORDA Investment 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 5,844 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $1,883,123.

    13F-HR 0001545812-26-000002 filed by CORDA Investment 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 5,837 shares
    Change vs previous 13F -206 shares

    0.13% of the 13F portfolio, value $1,841,233.

    13F-HR 0001545812-25-000007 filed by CORDA Investment 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 6,043 shares
    Change vs previous 13F -806 shares

    0.13% of the 13F portfolio, value $1,751,828.

    13F-HR 0001545812-25-000006 filed by CORDA Investment 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 6,849 shares
    Change vs previous 13F -657 shares

    0.13% of the 13F portfolio, value $1,680,050.

    13F-HR 0001545812-25-000004 filed by CORDA Investment Management, 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 7,506 shares
    Change vs previous 13F +265 shares

    0.14% of the 13F portfolio, value $1,799,254.

    13F-HR 0001545812-25-000002 filed by CORDA Investment Management, 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 7,241 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,526,829.

    13F-HR 0001545812-24-000004 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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