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HARRELL INVESTMENT PARTNERS, LLC: JPM position timeline

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

HARRELL INVESTMENT PARTNERS, LLC held 48,355 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,355 shares
    Change vs previous 13F -1,791 shares

    3.43% of the 13F portfolio, value $15,828,086.

    13F-HR 0001951757-26-000984 filed by HARRELL 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 50,146 shares
    Change vs previous 13F -836 shares

    3.52% of the 13F portfolio, value $14,750,965.

    13F-HR 0001951757-26-000699 filed by HARRELL 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 50,982 shares
    Change vs previous 13F -1,663 shares

    3.87% of the 13F portfolio, value $16,427,566.

    13F-HR 0001951757-26-000150 filed by HARRELL 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 52,645 shares
    Change vs previous 13F -2,632 shares

    3.92% of the 13F portfolio, value $16,605,662.

    13F-HR 0001951757-25-001185 filed by HARRELL 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 55,277 shares
    Change vs previous 13F +1,706 shares

    4.06% of the 13F portfolio, value $16,025,437.

    13F-HR 0001951757-25-000860 filed by HARRELL 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 53,571 shares
    Change vs previous 13F +398 shares

    3.9% of the 13F portfolio, value $13,140,980.

    13F-HR 0001951757-25-000389 filed by HARRELL 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 53,173 shares
    Change vs previous 13F -3,129 shares

    3.56% of the 13F portfolio, value $12,745,989.

    13F-HR 0001951757-25-000082 filed by HARRELL 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 56,302 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $11,871,742.

    13F-HR 0001951757-24-001014 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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