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ISLAY CAPITAL MANAGEMENT, LLC: JPM position timeline

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

ISLAY CAPITAL MANAGEMENT, LLC held 426 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 426 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $139,443.

    13F-HR 0001941040-26-000586 filed by ISLAY CAPITAL MANAGEMENT, 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 425 shares
    Change vs previous 13F -40 shares

    0.06% of the 13F portfolio, value $125,018.

    13F-HR 0001941040-26-000365 filed by ISLAY CAPITAL MANAGEMENT, 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 465 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $149,832.

    13F-HR 0001941040-26-000161 filed by ISLAY CAPITAL MANAGEMENT, 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 465 shares
    Change vs previous 13F -2,210 shares

    0.08% of the 13F portfolio, value $146,675.

    13F-HR 0001941040-25-000646 filed by ISLAY CAPITAL MANAGEMENT, 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 2,675 shares
    Change vs previous 13F -223 shares

    0.5% of the 13F portfolio, value $775,509.

    13F-HR 0001941040-25-000455 filed by ISLAY CAPITAL MANAGEMENT, 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 2,898 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $710,879.

    13F-HR 0001941040-25-000306 filed by ISLAY CAPITAL MANAGEMENT, 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 2,898 shares
    Change vs previous 13F +58 shares

    0.48% of the 13F portfolio, value $694,680.

    13F-HR 0001941040-25-000146 filed by ISLAY CAPITAL MANAGEMENT, 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/A 2,840 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $598,842.

    13F-HR/A 0001941040-24-000484 filed by ISLAY CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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