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Daniel Investment Group, Inc.: JPM position timeline

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

Daniel Investment Group, Inc. held 21,906 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,906 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $7,170,606.

    13F-HR 0002144243-26-000001 filed by Daniel Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).