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Disclosery

DT Investment Partners, LLC: JPM position timeline

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

DT Investment Partners, LLC held 36,349 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,349 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $11,898,119.

    13F-HR 0001537621-26-000007 filed by DT Investment Partners, 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 36,349 shares
    Change vs previous 13F -1,351 shares

    0.89% of the 13F portfolio, value $10,692,423.

    13F-HR 0001537621-26-000005 filed by DT Investment Partners, 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 37,700 shares
    Change vs previous 13F +260 shares

    1.01% of the 13F portfolio, value $12,147,695.

    13F-HR 0001537621-26-000002 filed by DT Investment Partners, 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 37,440 shares
    Change vs previous 13F -417 shares

    1% of the 13F portfolio, value $11,809,700.

    13F-HR 0001193125-25-245791 filed by DT Investment Partners, 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 37,857 shares
    Change vs previous 13F -1,805 shares

    0.99% of the 13F portfolio, value $10,975,136.

    13F-HR 0000950123-25-006516 filed by DT Investment Partners, 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 39,662 shares
    Change vs previous 13F -1,097 shares

    0.94% of the 13F portfolio, value $9,729,099.

    13F-HR 0000950123-25-003822 filed by DT Investment Partners, 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 40,759 shares
    Change vs previous 13F -1,911 shares

    0.83% of the 13F portfolio, value $9,770,351.

    13F-HR 0000950123-25-000719 filed by DT Investment Partners, 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 42,670 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $8,997,406.

    13F-HR 0000950123-24-009833 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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