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Disclosery

INVESTMENT HOUSE LLC: JPM position timeline

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

INVESTMENT HOUSE LLC held 5,881 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,881 shares
    Change vs previous 13F -6,266 shares

    0.09% of the 13F portfolio, value $1,925,068.

    13F-HR/A 0001398344-26-013195 filed by INVESTMENT HOUSE 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 12,147 shares
    Change vs previous 13F -7,871 shares

    0.19% of the 13F portfolio, value $3,573,198.

    13F-HR 0001398344-26-007561 filed by INVESTMENT HOUSE 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 20,018 shares
    Change vs previous 13F +5,037 shares

    0.31% of the 13F portfolio, value $6,450,240.

    13F-HR 0001398344-26-002352 filed by INVESTMENT HOUSE 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 14,981 shares
    Change vs previous 13F +8,665 shares

    0.22% of the 13F portfolio, value $4,725,496.

    13F-HR 0001398344-25-020085 filed by INVESTMENT HOUSE 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 6,316 shares
    Change vs previous 13F -376 shares

    0.09% of the 13F portfolio, value $1,831,107.

    13F-HR 0001398344-25-015489 filed by INVESTMENT HOUSE 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 6,692 shares
    Change vs previous 13F +500 shares

    0.09% of the 13F portfolio, value $1,641,548.

    13F-HR 0001398344-25-008970 filed by INVESTMENT HOUSE 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 6,192 shares
    Change vs previous 13F +150 shares

    0.08% of the 13F portfolio, value $1,484,284.

    13F-HR 0001398344-25-002354 filed by INVESTMENT HOUSE 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 6,042 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,274,016.

    13F-HR 0001398344-24-020161 filed by INVESTMENT HOUSE LLC
    Filed (acceptance time not in the bulk data set), ingested

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