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Disclosery

Diligent Investors, LLC: JPM position timeline

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

Diligent Investors, LLC held 6,037 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,037 shares
    Change vs previous 13F +49 shares

    0.44% of the 13F portfolio, value $1,975,930.

    13F-HR 0001549042-26-000003 filed by Diligent Investors, 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 5,988 shares
    Change vs previous 13F -17 shares

    0.44% of the 13F portfolio, value $1,761,401.

    13F-HR 0001549042-26-000002 filed by Diligent Investors, 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 6,005 shares
    Change vs previous 13F -71 shares

    0.48% of the 13F portfolio, value $1,934,854.

    13F-HR 0001549042-26-000001 filed by Diligent Investors, 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 6,076 shares
    Change vs previous 13F -4,831 shares

    0.48% of the 13F portfolio, value $1,916,478.

    13F-HR 0001549042-25-000002 filed by Diligent Investors, 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 10,907 shares
    Change vs previous 13F -159 shares

    0.75% of the 13F portfolio, value $3,162,052.

    13F-HR 0001085146-25-004025 filed by Diligent Investors, 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 11,066 shares
    Change vs previous 13F -7 shares

    0.66% of the 13F portfolio, value $2,714,554.

    13F-HR 0001085146-25-002036 filed by Diligent Investors, 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 11,073 shares
    Change vs previous 13F +3 shares

    0.61% of the 13F portfolio, value $2,654,223.

    13F-HR 0001085146-25-001488 filed by Diligent Investors, 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 11,070 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,334,306.

    13F-HR 0001085146-24-005295 filed by Diligent Investors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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