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FISHMAN JAY A LTD/MI: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FISHMAN JAY A LTD/MI on JPM, newest first. How the timeline and the estimate are built.

FISHMAN JAY A LTD/MI held 150,214 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,214 shares
    Change vs previous 13F -1,819 shares

    3.91% of the 13F portfolio, value $49,169,436.

    13F-HR 0001006407-26-000007 filed by FISHMAN JAY A LTD/MI
    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 152,033 shares
    Change vs previous 13F -4,646 shares

    3.99% of the 13F portfolio, value $44,721,926.

    13F-HR 0001006407-26-000004 filed by FISHMAN JAY A LTD/MI
    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 156,679 shares
    Change vs previous 13F -1,093 shares

    4.15% of the 13F portfolio, value $50,484,997.

    13F-HR 0001006407-26-000002 filed by FISHMAN JAY A LTD/MI
    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 157,772 shares
    Change vs previous 13F -2,337 shares

    4.27% of the 13F portfolio, value $49,765,914.

    13F-HR 0001006407-25-000011 filed by FISHMAN JAY A LTD/MI
    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 160,109 shares
    Change vs previous 13F +1,615 shares

    4.44% of the 13F portfolio, value $46,417,101.

    13F-HR 0001006407-25-000009 filed by FISHMAN JAY A LTD/MI
    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 158,494 shares
    Change vs previous 13F -12,871 shares

    4.25% of the 13F portfolio, value $38,878,494.

    13F-HR 0001006407-25-000005 filed by FISHMAN JAY A LTD/MI
    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 171,365 shares
    Change vs previous 13F -567 shares

    3.85% of the 13F portfolio, value $41,077,822.

    13F-HR 0001006407-25-000001 filed by FISHMAN JAY A LTD/MI
    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 171,932 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $36,253,509.

    13F-HR 0001006407-24-000013 filed by FISHMAN JAY A LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

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