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Disclosery

L.M. KOHN & COMPANY: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on JPM, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 8,039 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 8,039 shares
    Change vs previous 13F -9,856 shares

    3.05% of the 13F portfolio, value $2,535,742.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 17,895 shares
    Change vs previous 13F -475 shares

    1.4% of the 13F portfolio, value $5,188,070.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 18,370 shares
    Change vs previous 13F +350 shares

    1.18% of the 13F portfolio, value $4,506,126.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 18,020 shares
    Change vs previous 13F -15 shares

    1.12% of the 13F portfolio, value $4,319,692.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 18,035 shares
    Change vs previous 13F +72 shares

    0.96% of the 13F portfolio, value $3,802,890.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 17,963 shares
    Change vs previous 13F +935 shares

    0.98% of the 13F portfolio, value $3,633,216.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 17,028 shares
    Change vs previous 13F +779 shares

    0.96% of the 13F portfolio, value $3,410,797.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 16,249 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,763,980.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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