FOCUSED ALPHA, LLC: JPM position timeline

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

FOCUSED ALPHA, LLC held 12,533 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 12,533 shares
Change vs previous 13F -2,771 shares
1.05% of the 13F portfolio, value $4,102,513.
13F-HR 0001104659-26-092660 filed by FOCUSED ALPHA, LLC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 15,304 shares
Change vs previous 13F -3,418 shares
1.39% of the 13F portfolio, value $4,501,728.
13F-HR 0001104659-26-059190 filed by FOCUSED ALPHA, LLC
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 18,722 shares
Change vs previous 13F not available
1.77% of the 13F portfolio, value $6,032,756.
13F-HR 0001104659-26-014890 filed by FOCUSED ALPHA, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).