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Joel Isaacson & Co., LLC: JPM position timeline

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

Joel Isaacson & Co., LLC held 61,713 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,713 shares
    Change vs previous 13F +3,099 shares

    0.58% of the 13F portfolio, value $20,200,502.

    13F-HR 0001599330-26-000003 filed by Joel Isaacson & Co., 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 58,614 shares
    Change vs previous 13F +592 shares

    0.57% of the 13F portfolio, value $17,242,017.

    13F-HR 0001599330-26-000002 filed by Joel Isaacson & Co., 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 58,022 shares
    Change vs previous 13F +599 shares

    0.62% of the 13F portfolio, value $18,695,802.

    13F-HR 0001599330-26-000001 filed by Joel Isaacson & Co., 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 57,423 shares
    Change vs previous 13F +3,477 shares

    0.65% of the 13F portfolio, value $18,113,035.

    13F-HR 0001599330-25-000005 filed by Joel Isaacson & Co., 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 53,946 shares
    Change vs previous 13F +2,343 shares

    0.64% of the 13F portfolio, value $15,639,422.

    13F-HR 0001085146-25-004047 filed by Joel Isaacson & Co., 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 51,603 shares
    Change vs previous 13F +2,099 shares

    0.57% of the 13F portfolio, value $12,658,300.

    13F-HR 0001085146-25-002335 filed by Joel Isaacson & Co., 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 49,504 shares
    Change vs previous 13F +1,945 shares

    0.53% of the 13F portfolio, value $11,866,660.

    13F-HR 0001085146-25-000531 filed by Joel Isaacson & Co., 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 47,559 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $10,028,230.

    13F-HR 0001085146-24-005095 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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