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LIBERTY ONE INVESTMENT MANAGEMENT, LLC: JPM position timeline

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

LIBERTY ONE INVESTMENT MANAGEMENT, LLC held 18,862 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,862 shares
    Change vs previous 13F +958 shares

    0.62% of the 13F portfolio, value $6,174,236.

    13F-HR 0001398344-26-014315 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 17,904 shares
    Change vs previous 13F +3,967 shares

    0.54% of the 13F portfolio, value $5,266,631.

    13F-HR 0001398344-26-009114 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 13,937 shares
    Change vs previous 13F -12,212 shares

    0.57% of the 13F portfolio, value $4,490,621.

    13F-HR 0001398344-26-003153 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 26,149 shares
    Change vs previous 13F +6,136 shares

    0.46% of the 13F portfolio, value $8,248,054.

    13F-HR 0001398344-25-019816 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 20,013 shares
    Change vs previous 13F -2,496 shares

    0.59% of the 13F portfolio, value $5,802,043.

    13F-HR 0001398344-25-014121 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 22,509 shares
    Change vs previous 13F +133 shares

    0.56% of the 13F portfolio, value $5,521,574.

    13F-HR 0001398344-25-008075 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 22,376 shares
    Change vs previous 13F +709 shares

    0.58% of the 13F portfolio, value $5,363,812.

    13F-HR 0001398344-25-000713 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 21,667 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,568,803.

    13F-HR 0001398344-24-019709 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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