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Disclosery

Lantz Financial LLC: JPM position timeline

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

Lantz Financial LLC held 8,068 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,068 shares
    Change vs previous 13F -15 shares

    0.48% of the 13F portfolio, value $2,641,017.

    13F-HR 0001766883-26-000009 filed by Lantz Financial 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 8,083 shares
    Change vs previous 13F -125 shares

    0.49% of the 13F portfolio, value $2,377,755.

    13F-HR 0001766883-26-000005 filed by Lantz Financial 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 8,208 shares
    Change vs previous 13F -123 shares

    0.56% of the 13F portfolio, value $2,644,797.

    13F-HR 0001766883-26-000002 filed by Lantz Financial 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 8,331 shares
    Change vs previous 13F +1,359 shares

    0.58% of the 13F portfolio, value $2,627,812.

    13F-HR 0001766883-25-000008 filed by Lantz Financial 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 6,972 shares
    Change vs previous 13F +107 shares

    0.5% of the 13F portfolio, value $2,021,176.

    13F-HR 0001085146-25-003738 filed by Lantz Financial 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 6,865 shares
    Change vs previous 13F +68 shares

    0.46% of the 13F portfolio, value $1,683,992.

    13F-HR 0001085146-25-001925 filed by Lantz Financial 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 6,797 shares
    Change vs previous 13F +20 shares

    0.43% of the 13F portfolio, value $1,629,421.

    13F-HR 0001085146-25-000377 filed by Lantz Financial 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 6,777 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,428,954.

    13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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