HARVEY INVESTMENT CO LLC: JPM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARVEY INVESTMENT CO LLC on JPM, newest first. How the timeline and the estimate are built.
HARVEY INVESTMENT CO LLC held 16,836 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 16,836 sharesChange vs previous 13F -2,070 shares
0.6% of the 13F portfolio, value $5,511,000.
13F-HR 0001162781-26-000003 filed by HARVEY INVESTMENT CO LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,906 sharesChange vs previous 13F 0 shares
0.61% of the 13F portfolio, value $5,561,000.
13F-HR 0001162781-26-000002 filed by HARVEY INVESTMENT CO LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,906 sharesChange vs previous 13F -110 shares
0.65% of the 13F portfolio, value $6,092,000.
13F-HR 0001162781-26-000001 filed by HARVEY INVESTMENT CO LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,016 sharesChange vs previous 13F -250 shares
0.64% of the 13F portfolio, value $5,998,000.
13F-HR 0001162781-25-000015 filed by HARVEY INVESTMENT CO LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,266 sharesChange vs previous 13F 0 shares
0.61% of the 13F portfolio, value $5,585,000.
13F-HR 0001162781-25-000005 filed by HARVEY INVESTMENT CO LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,266 sharesChange vs previous 13F 0 shares
0.52% of the 13F portfolio, value $4,726,000.
13F-HR 0001162781-25-000002 filed by HARVEY INVESTMENT CO LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,266 sharesChange vs previous 13F 0 shares
0.53% of the 13F portfolio, value $4,618,000.
13F-HR 0001162781-25-000001 filed by HARVEY INVESTMENT CO LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,266 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $4,062,000.
13F-HR 0001162781-24-000006 filed by HARVEY INVESTMENT CO LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).