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Disclosery

HUB Investment Partners, LLC: JPM position timeline

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

HUB Investment Partners, LLC held 166,772 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,772 shares
    Change vs previous 13F +8,333 shares

    1% of the 13F portfolio, value $54,589,492.

    13F-HR 0001172661-26-002986 filed by HUB 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 158,439 shares
    Change vs previous 13F +1,989 shares

    1.14% of the 13F portfolio, value $46,606,504.

    13F-HR 0001172661-26-002189 filed by HUB 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 156,450 shares
    Change vs previous 13F +2,412 shares

    1.38% of the 13F portfolio, value $50,411,313.

    13F-HR 0001172661-26-001003 filed by HUB 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 154,038 shares
    Change vs previous 13F -196 shares

    1.79% of the 13F portfolio, value $48,588,091.

    13F-HR 0001172661-25-004693 filed by HUB 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 154,234 shares
    Change vs previous 13F -669 shares

    1.56% of the 13F portfolio, value $44,713,863.

    13F-HR 0001172661-25-003409 filed by HUB 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 154,903 shares
    Change vs previous 13F +13,370 shares

    1.53% of the 13F portfolio, value $37,997,774.

    13F-HR 0001172661-25-002166 filed by HUB 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 141,533 shares
    Change vs previous 13F +8,811 shares

    1.43% of the 13F portfolio, value $33,926,930.

    13F-HR 0001172661-25-000639 filed by HUB 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 132,722 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $27,985,794.

    13F-HR 0001172661-24-004804 filed by HUB Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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