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Disclosery

Kaizen Financial Strategies: JPM position timeline

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

Kaizen Financial Strategies held 2,164 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,164 shares
    Change vs previous 13F -66 shares

    0.28% of the 13F portfolio, value $715,903.

    13F-HR 0001085146-26-000867 filed by Kaizen Financial Strategies
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,230 shares
    Change vs previous 13F -134 shares

    0.29% of the 13F portfolio, value $745,079.

    13F-HR 0001842013-26-000004 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,364 shares
    Change vs previous 13F +8 shares

    0.31% of the 13F portfolio, value $732,813.

    13F-HR 0001842013-26-000003 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,356 shares
    Change vs previous 13F +5 shares

    0.34% of the 13F portfolio, value $759,233.

    13F-HR 0001842013-26-000002 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,351 shares
    Change vs previous 13F -23 shares

    0.33% of the 13F portfolio, value $736,930.

    13F-HR 0001842013-25-000004 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,374 shares
    Change vs previous 13F +313 shares

    0.35% of the 13F portfolio, value $688,349.

    13F-HR 0001085146-25-004697 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,061 shares
    Change vs previous 13F +7 shares

    0.29% of the 13F portfolio, value $505,509.

    13F-HR 0001085146-25-001936 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,054 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $492,348.

    13F-HR 0001085146-25-001487 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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