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Disclosery

Diversified, LLC: JPM position timeline

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

Diversified, LLC held 11,514 JPM shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 11,514 shares
    Change vs previous 13F +117 shares

    0.27% of the 13F portfolio, value $2,427,763.

    13F-HR 0001172661-24-004609 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 11,397 shares
    Change vs previous 13F +1,659 shares

    0.27% of the 13F portfolio, value $2,305,094.

    13F-HR 0001172661-24-002897 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 9,738 shares
    Change vs previous 13F +666 shares

    0.27% of the 13F portfolio, value $1,950,616.

    13F-HR 0001172661-24-001994 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 9,072 shares
    Change vs previous 13F +727 shares

    0.33% of the 13F portfolio, value $1,543,223.

    13F-HR 0001172661-24-000415 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 8,345 shares
    Change vs previous 13F +820 shares

    0.31% of the 13F portfolio, value $1,210,142.

    13F-HR 0001172661-23-003575 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 7,525 shares
    Change vs previous 13F -6 shares

    0.28% of the 13F portfolio, value $1,094,485.

    13F-HR 0001172661-23-002628 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 7,531 shares
    Change vs previous 13F -1,573 shares

    0.35% of the 13F portfolio, value $981,389.

    13F-HR 0001172661-23-001759 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 9,104 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,220,857.

    13F-HR 0001172661-23-000698 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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