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DAGCO, INC.: JPM position timeline

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

DAGCO, INC. held 16,496 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,496 shares
    Change vs previous 13F +2,492 shares

    1% of the 13F portfolio, value $5,399,490.

    13F-HR 0001767343-26-000003 filed by DAGCO, INC.
    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 14,004 shares
    Change vs previous 13F +147 shares

    0.89% of the 13F portfolio, value $4,119,452.

    13F-HR 0001767343-26-000002 filed by DAGCO, INC.
    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 13,857 shares
    Change vs previous 13F -79 shares

    1.03% of the 13F portfolio, value $4,464,965.

    13F-HR 0001767343-26-000001 filed by DAGCO, INC.
    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 13,936 shares
    Change vs previous 13F -14 shares

    1.11% of the 13F portfolio, value $4,395,752.

    13F-HR 0001767343-25-000006 filed by DAGCO, INC.
    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 13,950 shares
    Change vs previous 13F -171 shares

    1.13% of the 13F portfolio, value $4,044,180.

    13F-HR 0001767343-25-000004 filed by DAGCO, INC.
    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 14,121 shares
    Change vs previous 13F +994 shares

    1.12% of the 13F portfolio, value $3,463,929.

    13F-HR 0001767343-25-000002 filed by DAGCO, INC.
    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 13,127 shares
    Change vs previous 13F +1,274 shares

    1.04% of the 13F portfolio, value $3,146,627.

    13F-HR 0001767343-25-000001 filed by DAGCO, INC.
    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 11,853 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,499,312.

    13F-HR 0001767343-24-000005 filed by DAGCO, INC.
    Filed (acceptance time not in the bulk data set), ingested

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