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DIVERSIFIED MANAGEMENT INC: JPM position timeline

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

DIVERSIFIED MANAGEMENT INC held 5,768 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,768 shares
    Change vs previous 13F +336 shares

    0.33% of the 13F portfolio, value $1,908,109.

    13F-HR 0002085853-26-001105 filed by DIVERSIFIED MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,432 shares
    Change vs previous 13F -14,474 shares

    0.38% of the 13F portfolio, value $1,778,215.

    13F-HR 0002085853-26-000682 filed by DIVERSIFIED MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,906 shares
    Change vs previous 13F +893 shares

    1% of the 13F portfolio, value $5,855,604.

    13F-HR 0002085853-26-000302 filed by DIVERSIFIED MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,013 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $6,126,330.

    13F-HR 0002085853-26-000080 filed by DIVERSIFIED MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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