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LAFFER TENGLER INVESTMENTS, INC.: JPM position timeline

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

LAFFER TENGLER INVESTMENTS, INC. held 65,878 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,878 shares
    Change vs previous 13F +1,190 shares

    2.78% of the 13F portfolio, value $21,563,846.

    13F-HR 0001172661-26-002716 filed by LAFFER TENGLER INVESTMENTS, 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 64,688 shares
    Change vs previous 13F +2,522 shares

    2.81% of the 13F portfolio, value $19,028,622.

    13F-HR 0001172661-26-001771 filed by LAFFER TENGLER INVESTMENTS, 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 62,166 shares
    Change vs previous 13F +2,106 shares

    3.09% of the 13F portfolio, value $20,031,129.

    13F-HR 0001172661-26-000684 filed by LAFFER TENGLER INVESTMENTS, 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 60,060 shares
    Change vs previous 13F +7,704 shares

    3% of the 13F portfolio, value $18,944,726.

    13F-HR 0001172661-25-004718 filed by LAFFER TENGLER INVESTMENTS, 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 52,356 shares
    Change vs previous 13F -3,848 shares

    2.75% of the 13F portfolio, value $15,178,486.

    13F-HR 0001172661-25-002953 filed by LAFFER TENGLER INVESTMENTS, 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 56,204 shares
    Change vs previous 13F -4,500 shares

    3.04% of the 13F portfolio, value $13,786,841.

    13F-HR 0001172661-25-001805 filed by LAFFER TENGLER INVESTMENTS, 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 60,704 shares
    Change vs previous 13F +7,227 shares

    3.03% of the 13F portfolio, value $14,551,356.

    13F-HR 0001172661-25-000528 filed by LAFFER TENGLER INVESTMENTS, 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 53,477 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $11,276,160.

    13F-HR 0001172661-24-004456 filed by LAFFER TENGLER INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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