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Essential Partners LLC: JPM position timeline

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

Essential Partners LLC held 1,081 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,081 shares
    Change vs previous 13F +242 shares

    0.16% of the 13F portfolio, value $353,804.

    13F-HR 0002136442-26-000008 filed by Essential 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 839 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $246,780.

    13F-HR 0002136442-26-000001 filed by Essential 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 833 shares
    Change vs previous 13F +76 shares

    0.08% of the 13F portfolio, value $268,271.

    13F-HR 0002136442-26-000002 filed by Essential 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 757 shares
    Change vs previous 13F +167 shares

    0.08% of the 13F portfolio, value $238,633.

    13F-HR 0002136442-26-000003 filed by Essential 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 590 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $171,072.

    13F-HR 0002136442-26-000004 filed by Essential Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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