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Disclosery

IRON Financial LLC: JPM position timeline

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

IRON Financial LLC held 9,134 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,134 shares
    Change vs previous 13F -69 shares

    1.23% of the 13F portfolio, value $2,989,712.

    13F-HR 0001595509-26-000005 filed by IRON Financial 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 9,203 shares
    Change vs previous 13F +215 shares

    1.18% of the 13F portfolio, value $2,707,225.

    13F-HR 0001595509-26-000003 filed by IRON Financial 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 8,988 shares
    Change vs previous 13F +134 shares

    1.33% of the 13F portfolio, value $2,895,983.

    13F-HR 0001595509-26-000001 filed by IRON Financial 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 8,854 shares
    Change vs previous 13F -196 shares

    1.34% of the 13F portfolio, value $2,792,811.

    13F-HR 0001595509-25-000008 filed by IRON Financial 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 9,050 shares
    Change vs previous 13F +65 shares

    1.39% of the 13F portfolio, value $2,623,804.

    13F-HR 0001595509-25-000006 filed by IRON Financial 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 8,985 shares
    Change vs previous 13F +143 shares

    1.24% of the 13F portfolio, value $2,204,138.

    13F-HR 0001595509-25-000004 filed by IRON Financial 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 8,842 shares
    Change vs previous 13F +1 shares

    1.19% of the 13F portfolio, value $2,119,421.

    13F-HR 0001595509-25-000003 filed by IRON Financial 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 8,841 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,864,119.

    13F-HR 0001595509-24-000006 filed by IRON Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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