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KENNEDY INVESTMENT GROUP, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KENNEDY INVESTMENT GROUP, INC. on JPM, newest first. How the timeline and the estimate are built.

KENNEDY INVESTMENT GROUP, INC. held 5,493 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,493 shares
    Change vs previous 13F -85 shares

    0.61% of the 13F portfolio, value $1,798,150.

    13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT GROUP, INC.
    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 5,578 shares
    Change vs previous 13F +330 shares

    0.64% of the 13F portfolio, value $1,640,688.

    13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT GROUP, INC.
    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 5,248 shares
    Change vs previous 13F -57 shares

    0.64% of the 13F portfolio, value $1,691,153.

    13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT GROUP, INC.
    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 5,305 shares
    Change vs previous 13F -6 shares

    0.67% of the 13F portfolio, value $1,673,428.

    13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT GROUP, INC.
    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 5,311 shares
    Change vs previous 13F +29 shares

    0.65% of the 13F portfolio, value $1,539,850.

    13F-HR 0001951757-25-000862 filed by KENNEDY INVESTMENT GROUP, INC.
    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 5,282 shares
    Change vs previous 13F +229 shares

    0.6% of the 13F portfolio, value $1,295,579.

    13F-HR 0001951757-25-000414 filed by KENNEDY INVESTMENT GROUP, INC.
    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 5,053 shares
    Change vs previous 13F +48 shares

    0.55% of the 13F portfolio, value $1,211,365.

    13F-HR 0001951757-25-000100 filed by KENNEDY INVESTMENT GROUP, INC.
    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 5,005 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,055,420.

    13F-HR 0001951757-24-001088 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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