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Coyle Financial Counsel LLC: JPM position timeline

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

Coyle Financial Counsel LLC held 4,261 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,261 shares
    Change vs previous 13F +367 shares

    0.25% of the 13F portfolio, value $1,394,813.

    13F-HR 0001104659-26-092442 filed by Coyle Financial Counsel 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 3,894 shares
    Change vs previous 13F +111 shares

    0.24% of the 13F portfolio, value $1,145,528.

    13F-HR 0001104659-26-059200 filed by Coyle Financial Counsel 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 3,783 shares
    Change vs previous 13F +854 shares

    0.26% of the 13F portfolio, value $1,218,956.

    13F-HR 0001104659-26-012393 filed by Coyle Financial Counsel 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 2,929 shares
    Change vs previous 13F +693 shares

    0.21% of the 13F portfolio, value $924,002.

    13F-HR 0001104659-25-108808 filed by Coyle Financial Counsel 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 2,236 shares
    Change vs previous 13F +32 shares

    0.17% of the 13F portfolio, value $648,195.

    13F-HR 0001104659-25-078429 filed by Coyle Financial Counsel 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 2,204 shares
    Change vs previous 13F +30 shares

    0.17% of the 13F portfolio, value $540,666.

    13F-HR 0001104659-25-043168 filed by Coyle Financial Counsel 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 2,174 shares
    Change vs previous 13F +523 shares

    0.16% of the 13F portfolio, value $521,066.

    13F-HR 0001104659-25-009039 filed by Coyle Financial Counsel 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 1,651 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $333,975.

    13F-HR 0001104659-24-116036 filed by Coyle Financial Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

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