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Hayek Kallen Investment Management: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hayek Kallen Investment Management on JPM, newest first. How the timeline and the estimate are built.

Hayek Kallen Investment Management held 29,852 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,852 shares
    Change vs previous 13F +291 shares

    2.96% of the 13F portfolio, value $9,771,000.

    13F-HR 0001430681-26-000003 filed by Hayek Kallen Investment Management
    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 29,561 shares
    Change vs previous 13F +29,561 shares

    2.83% of the 13F portfolio, value $8,696,000.

    13F-HR 0001430681-26-000002 filed by Hayek Kallen Investment Management
    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 0 shares
    Change vs previous 13F -29,331 shares

    13F-HR 0001430681-26-000001 filed by Hayek Kallen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 29,331 shares
    Change vs previous 13F +185 shares

    2.92% of the 13F portfolio, value $9,252,000.

    13F-HR 0001430681-25-000005 filed by Hayek Kallen Investment Management
    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 29,146 shares
    Change vs previous 13F +1,448 shares

    2.87% of the 13F portfolio, value $8,450,000.

    13F-HR 0001430681-25-000003 filed by Hayek Kallen Investment Management
    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 27,698 shares
    Change vs previous 13F +249 shares

    2.5% of the 13F portfolio, value $6,794,000.

    13F-HR 0001430681-25-000002 filed by Hayek Kallen Investment Management
    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 27,449 shares
    Change vs previous 13F -160 shares

    2.39% of the 13F portfolio, value $6,580,000.

    13F-HR 0001430681-25-000001 filed by Hayek Kallen Investment Management
    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 27,609 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $5,822,000.

    13F-HR 0001430681-24-000005 filed by Hayek Kallen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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