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Jacobs Equity LLC: JPM position timeline

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

Jacobs Equity LLC held 23,273 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 23,273 shares
    Change vs previous 13F +21,254 shares

    5.26% of the 13F portfolio, value $7,617,951.

    13F-HR 0002111761-26-000004 filed by Jacobs Equity 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 2,019 shares
    Change vs previous 13F -400 shares

    0.53% of the 13F portfolio, value $593,909.

    13F-HR 0002111761-26-000003 filed by Jacobs Equity 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 2,419 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $779,450.

    13F-HR 0002111761-26-000001 filed by Jacobs Equity LLC
    Filed (acceptance time not in the bulk data set), ingested

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